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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1077 | 812 | 1262 | 1626 | 3501 |
Fund Return | 11.11% | 7.67% | -18.82% | 8.06% | 10.21% | 13.35% |
Place in category | 159 | 345 | 824 | 413 | 232 | 185 |
% in Category | 14 | 28 | 70 | 44 | 26 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index II | 12.56B | 2.79 | 11.87 | 13.70 | ||
State Street Equity 500 Index K | 8.81B | 2.79 | 11.88 | 13.67 | ||
State Street Hedged Intl Dev Eq Idx | 3.9B | 4.76 | 11.77 | - | ||
State Street Global Eq ex-US Index | 2.47B | 3.56 | 2.75 | 5.20 | ||
SSgA S&P 500 Index N | 1.56B | 2.77 | 11.75 | 13.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.48B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 69.42B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.97 | 412.67 | +0.71% | |
Apple | US0378331005 | 9.95 | 229.40 | +0.89% | |
Amazon.com | US0231351067 | 6.70 | 230.58 | +0.62% | |
Alphabet C | US02079K1079 | 4.72 | 187.97 | +0.44% | |
UnitedHealth | US91324P1021 | 4.02 | 527.55 | +0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | BUY | BUY | Strong Sell |
Summary | Neutral | Neutral | Strong Sell |
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