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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1045 | 1179 | 1264 | 1839 | 3660 |
Fund Return | 2.44% | 4.5% | 17.88% | 8.11% | 12.96% | 13.86% |
Place in category | 811 | 1068 | 1001 | 901 | 790 | 519 |
% in Category | 70 | 95 | 92 | 88 | 83 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.34B | 4.16 | 7.09 | 9.68 | ||
MFS Value R6 | 20.46B | 4.15 | 7.20 | 9.79 | ||
MFS Growth R6 | 18.7B | 4.12 | 12.56 | 15.91 | ||
MFS Instl International Equity | 18.07B | 5.56 | 5.16 | 7.55 | ||
MFS Growth I | 15.15B | 4.11 | 12.46 | 15.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.84B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 69.69B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.39 | 416.13 | +0.33% | |
Apple | US0378331005 | 5.80 | 245.83 | +0.39% | |
NVIDIA | US67066G1040 | 5.47 | 140.11 | +0.63% | |
Visa A | US92826C8394 | 4.36 | 350.49 | -1.33% | |
Alphabet A | US02079K3059 | 4.16 | 184.56 | -0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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