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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1248 | 1061 | 1364 | 1305 | 2327 | 4009 |
Fund Return | 24.83% | 6.14% | 36.43% | 9.29% | 18.4% | 14.9% |
Place in category | 89 | 711 | 43 | 46 | 122 | 147 |
% in Category | 10 | 62 | 5 | 7 | 16 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Alpha Global Real Estate InvI | 248.22M | 8.97 | -3.04 | 5.27 | ||
James Alpha Global Real Estate InvA | 47.04M | -4.11 | -3.71 | 4.27 | ||
Saratoga Health Biotechnology Inst | 6.35M | 0.03 | 6.28 | 7.00 | ||
Saratoga Health Biotechnology A | 5M | 5.32 | 3.88 | 6.12 | ||
Saratoga Large Capitalization Growa | 2M | 12.00 | 12.59 | 13.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 143.82B | 19.33 | 5.25 | 12.91 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Vanguard Growth Index Adm | 82.18B | 21.13 | 7.62 | 15.05 | ||
JPMorgan Large Cap Growth R6 | 61.84B | 24.62 | 8.70 | 17.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.63 | 438.69 | +1.83% | |
Apple | US0378331005 | 8.07 | 228.87 | +3.71% | |
NVIDIA | US67066G1040 | 7.15 | 117.87 | +3.97% | |
Amazon.com | US0231351067 | 4.62 | 189.87 | +1.85% | |
Meta Platforms | US30303M1027 | 4.36 | 559.10 | +3.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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