
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1206 | 1061 | 1304 | 1222 | 2153 | 3880 |
Fund Return | 20.6% | 6.1% | 30.44% | 6.91% | 16.57% | 14.52% |
Place in category | 491 | 724 | 456 | 295 | 348 | 201 |
% in Category | 43 | 63 | 40 | 34 | 36 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Equity Income Y | 17.14B | 4.41 | 12.47 | 11.89 | ||
Putnam Stable Value Fund: 50bps | 451.58M | 3.55 | 2.91 | 2.17 | ||
Putnam Stable Value Fund: 15bps | 16.32B | 3.91 | 3.27 | 2.53 | ||
Putnam Stable Value Fund: 20bps | 1.23B | 3.86 | 3.22 | 2.48 | ||
Putnam Stable Value Fund: 25bps | 5.14B | 3.81 | 3.17 | 2.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.03B | 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 | 70.5B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.86 | 245.82 | +0.39% | |
Microsoft | US5949181045 | 11.37 | 417.89 | +0.95% | |
NVIDIA | US67066G1040 | 11.04 | 139.70 | +0.34% | |
Amazon.com | US0231351067 | 7.78 | 222.91 | -1.64% | |
Alphabet C | US02079K1079 | 5.25 | 185.83 | -0.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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