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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1111 | 1306 | 1484 | 2187 | 4134 |
Fund Return | 5.08% | 11.15% | 30.62% | 14.06% | 16.94% | 15.25% |
Place in category | 82 | 16 | 56 | 65 | 33 | 2 |
% in Category | 7 | 2 | 5 | 5 | 4 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 15.96B | 4.06 | 17.49 | 16.80 | ||
Loomis Sayles Growth C | 15.96B | 3.99 | 16.58 | 15.92 | ||
Loomis Sayles Growth N | 15.96B | 4.08 | 17.87 | 17.20 | ||
Loomis Sayles Growth Y | 15.96B | 4.06 | 17.76 | 17.08 | ||
Loomis Sayles Global Equity and InC | 2.97B | 4.15 | 4.96 | 7.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 4.55 | 185.18 | -0.69% | |
NVIDIA | US67066G1040 | 4.49 | 133.52 | -0.04% | |
Tesla | US88160R1014 | 4.03 | 331.18 | -5.57% | |
Meta Platforms | US30303M1027 | 3.55 | 722.49 | +0.71% | |
Amazon.com | US0231351067 | 3.08 | 232.19 | -0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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