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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 Stable Value Fund: 50bps | 459.98M | 3.25 | 2.87 | 2.15 | ||
Putnam Stable Value Fund: 15bps | 16.42B | 3.58 | 3.23 | 2.51 | ||
Putnam Stable Value Fund: 20bps | 1.25B | 3.54 | 3.18 | 2.46 | ||
Putnam Stable Value Fund: 25bps | 5.35B | 3.49 | 3.13 | 2.41 | ||
Putnam Stable Value Fund: 35bps | 131.5M | 3.39 | 3.03 | 2.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.68B | 30.62 | 7.78 | 13.76 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Vanguard Growth Index Adm | 89.13B | 32.05 | 9.66 | 15.58 | ||
JPMorgan Large Cap Growth R6 | 68.34B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.86 | 252.20 | -1.33% | |
Microsoft | US5949181045 | 11.37 | 424.83 | -1.32% | |
NVIDIA | US67066G1040 | 11.04 | 137.49 | +0.35% | |
Amazon.com | US0231351067 | 7.78 | 221.30 | -1.10% | |
Alphabet C | US02079K1079 | 5.25 | 192.64 | -0.72% |
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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