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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1254 | 1059 | 1307 | 1295 | 2234 | 3855 |
Fund Return | 25.42% | 5.92% | 30.67% | 9.01% | 17.44% | 14.45% |
Place in category | 839 | 952 | 885 | 341 | 296 | 324 |
% in Category | 77 | 86 | 82 | 39 | 35 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sit MN Tax-Free Income | 393.63M | 4.01 | -1.03 | 2.00 | ||
Sit Dividend Growth I | 223.16M | 22.14 | 9.68 | 11.26 | ||
Sit Mid Cap Growth | 219.93M | 18.78 | 4.64 | 9.32 | ||
Sit Small Cap Growth | 122.63M | 22.27 | 3.53 | 8.54 | ||
Sit Tax-Free Income | 96.54M | 6.89 | -0.62 | 2.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.72B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 68.86B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.34 | 229.98 | +0.75% | |
Microsoft | US5949181045 | 10.67 | 429.03 | +1.05% | |
NVIDIA | US67066G1040 | 9.48 | 137.71 | +3.10% | |
Alphabet C | US02079K1079 | 5.54 | 197.55 | +1.62% | |
Amazon.com | US0231351067 | 5.29 | 225.94 | +2.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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