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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1423 | 1143 | 1480 | 1426 | 2417 | 4107 |
Fund Return | 42.27% | 14.26% | 47.97% | 12.57% | 19.31% | 15.17% |
Place in category | 77 | 125 | 102 | 27 | 103 | 183 |
% in Category | 6 | 11 | 9 | 4 | 14 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Alpha Global Real Estate InvI | 208.04M | 0.91 | -6.39 | 4.71 | ||
James Alpha Global Real Estate InvA | 38.27M | 0.45 | -6.75 | 4.27 | ||
Saratoga Large Capitalization Growi | 33.77M | 42.76 | 13.03 | 15.63 | ||
Saratoga Health Biotechnology Inst | 5.81M | 8.69 | 6.69 | 5.82 | ||
Saratoga Health Biotechnology A | 4.63M | 8.27 | 6.27 | 5.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.48B | 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 | 70.02B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.04 | 408.21 | -1.90% | |
Apple | US0378331005 | 6.85 | 245.55 | -0.11% | |
NVIDIA | US67066G1040 | 6.84 | 134.43 | -4.05% | |
Meta Platforms | US30303M1027 | 4.38 | 683.55 | -1.62% | |
Amazon.com | US0231351067 | 3.87 | 216.58 | -2.83% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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