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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1153 | 1041 | 1203 | 1169 | 1709 | 2716 |
Fund Return | 15.32% | 4.12% | 20.25% | 5.35% | 11.31% | 10.51% |
Place in category | 1072 | 1052 | 1065 | 822 | 912 | 713 |
% in Category | 98 | 95 | 98 | 81 | 95 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RMB Mendon Financial Services A | 64.2M | 27.42 | 3.36 | 11.37 | ||
RMB Mendon Financial Services Fund | 19.52M | 26.53 | 2.59 | 10.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.86B | 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 | 89.5B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 69.87B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.13 | 415.82 | +0.61% | |
Alphabet A | US02079K3059 | 7.37 | 191.60 | +0.14% | |
Amazon.com | US0231351067 | 5.23 | 238.83 | +1.13% | |
Apple | US0378331005 | 4.68 | 233.22 | +0.32% | |
Visa A | US92826C8394 | 3.89 | 347.48 | -0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Sell | Sell | Strong Buy |
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