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The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Blend style...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1292 | 1069 | 1338 | 1343 | 2234 | 3641 |
Fund Return | 29.24% | 6.92% | 33.77% | 10.32% | 17.44% | 13.79% |
Place in category | 664 | 810 | 741 | 169 | 295 | 448 |
% in Category | 61 | 73 | 68 | 21 | 35 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 108.75B | 28.03 | 11.40 | 13.30 | ||
Schwab Total Stock Market Index | 26.99B | 27.71 | 10.37 | 12.79 | ||
Schwab 1000 Index | 17.84B | 28.06 | 10.69 | 12.97 | ||
Schwab Fundamental US Large Company | 9.39B | 23.28 | 12.86 | 11.92 | ||
Schwab International Index | 9.62B | 6.60 | 4.23 | 5.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.44B | 30.62 | 7.78 | 13.76 | ||
Fidelity Contrafund | 140.4B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 12.59B | 37.40 | 11.71 | 15.44 | ||
Vanguard Growth Index Adm | 89.13B | 32.05 | 9.66 | 15.58 | ||
JPMorgan Large Cap Growth R6 | 67.44B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 9.21 | 243.36 | -0.20% | |
Microsoft | US5949181045 | 9.08 | 423.35 | +1.14% | |
NVIDIA | US67066G1040 | 8.32 | 144.47 | +4.45% | |
Amazon.com | US0231351067 | 5.20 | 224.19 | +1.80% | |
Alphabet A | US02079K3059 | 5.05 | 191.79 | +1.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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