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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 | 179.12M | 0.91 | -6.39 | 4.71 | ||
James Alpha Global Real Estate InvA | 33.5M | 0.45 | -6.75 | 4.27 | ||
Saratoga Large Capitalization Growi | 26.53M | 42.76 | 13.03 | 15.63 | ||
Saratoga Health Biotechnology Inst | 5.3M | 8.69 | 6.69 | 5.82 | ||
Saratoga Health Biotechnology A | 4.24M | 8.27 | 6.27 | 5.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 126.27B | 1.21 | 12.52 | 13.33 | ||
Fidelity Contrafund | 133.27B | 3.52 | 17.24 | 15.17 | ||
Vanguard Growth Index Adm | 80.2B | -1.14 | 14.18 | 15.08 | ||
JPMorgan Large Cap Growth R6 | 56.92B | -0.18 | 15.79 | 17.17 | ||
Fidelity Blue Chip Growth | 54.94B | -2.84 | 15.11 | 17.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.04 | 354.56 | -0.92% | |
Apple | US0378331005 | 6.85 | 172.42 | -4.98% | |
NVIDIA | US67066G1040 | 6.84 | 96.30 | -1.37% | |
Meta Platforms | US30303M1027 | 4.38 | 510.45 | -1.12% | |
Amazon.com | US0231351067 | 3.87 | 170.66 | -2.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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