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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1106 | 1169 | 1149 | 1674 | 3750 |
Fund Return | 4.63% | 10.62% | 16.95% | 4.73% | 10.86% | 14.13% |
Place in category | 186 | 235 | 1005 | 1000 | 902 | 473 |
% in Category | 18 | 22 | 93 | 99 | 95 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Polen Growth Investor | 235.42M | 15.97 | -0.33 | 13.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.48B | 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 | 69.42B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 13.63 | 229.15 | -4.05% | |
Microsoft | US5949181045 | 7.97 | 409.75 | -1.46% | |
Alphabet C | US02079K1079 | 5.84 | 187.14 | -3.19% | |
ServiceNow Inc | US81762P1021 | 5.51 | 1,008.29 | -1.47% | |
Visa A | US92826C8394 | 5.21 | 348.02 | +0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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