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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1249 | 1051 | 1318 | 1198 | 1670 | 3137 |
Fund Return | 24.87% | 5.07% | 31.78% | 6.2% | 10.8% | 12.11% |
Place in category | 867 | 1025 | 821 | 740 | 925 | 640 |
% in Category | 81 | 92 | 77 | 74 | 97 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Plumb Balanced Fund | 37.35M | 19.55 | 5.40 | 8.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.56B | 28.43 | 6.87 | 13.67 | ||
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 | 69.92B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.77 | 131.14 | -1.25% | |
Alphabet A | US02079K3059 | 5.31 | 183.61 | -0.92% | |
Intuitive Surgical | US46120E6023 | 4.85 | 589.61 | -0.34% | |
MercadoLibre | US58733R1023 | 4.50 | 2,016.73 | -0.91% | |
Microsoft | US5949181045 | 4.33 | 409.04 | -0.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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