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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1305 | 1082 | 1503 | 1335 | 2382 | 4100 |
Fund Return | 30.5% | 8.19% | 50.31% | 10.12% | 18.96% | 15.15% |
Place in category | 65 | 103 | 140 | 29 | 99 | 128 |
% in Category | 5 | 7 | 13 | 4 | 12 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Alpha Global Real Estate InvI | 205.3M | 6.29 | -3.34 | 5.14 | ||
James Alpha Global Real Estate InvA | 38.06M | 5.83 | -3.71 | 4.69 | ||
Saratoga Health Biotechnology Inst | 5.87M | 8.69 | 6.69 | 5.82 | ||
Saratoga Health Biotechnology A | 4.56M | 10.70 | 6.21 | 6.56 | ||
Saratoga Large Capitalization Growa | 2.74M | 28.79 | 12.30 | 14.87 |
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 | 69.28B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.85 | 430.53 | -1.73% | |
Apple | US0378331005 | 7.45 | 255.59 | -1.32% | |
NVIDIA | US67066G1040 | 6.60 | 137.01 | -2.09% | |
Meta Platforms | US30303M1027 | 4.64 | 599.81 | -0.59% | |
Amazon.com | US0231351067 | 4.07 | 223.75 | -1.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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