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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1041 | 1071 | 1207 | 2206 | - |
Fund Return | 4.06% | 4.06% | 7.1% | 6.48% | 17.14% | - |
Place in category | 130 | 130 | 496 | 663 | 424 | - |
% in Category | 13 | 13 | 44 | 61 | 41 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 33.63B | -0.03 | 6.70 | 10.19 | ||
T. Rowe Price Capital AppreciationI | 28.32B | 0.00 | 6.83 | - | ||
T. Rowe Price Blue Chip Growth | 27.42B | -9.15 | 8.87 | 13.14 | ||
T. Rowe Price Blue Chip Growth I | 25.46B | -9.11 | 9.01 | - | ||
T. Rowe Price Instl Large Cap Growt | 19.44B | -7.89 | 9.64 | 14.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 3.54 | 8.56 | 11.37 | ||
Vanguard Equity-Income Adm | 54.22B | 2.77 | 8.04 | 10.37 | ||
Vanguard Windsor II Admiral | 48.93B | -0.66 | 7.46 | 10.37 | ||
American Funds American Mutual A | 39.1B | 2.42 | 7.14 | 9.61 | ||
Vanguard Value Index Adm | 38.93B | 2.62 | 8.03 | 10.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.39 | 63.98 | -0.87% | |
MetLife | US59156R1086 | 2.25 | 71.69 | -1.40% | |
Southern | US8425871071 | 2.05 | 90.47 | -0.60% | |
Qualcomm | US7475251036 | 1.85 | 135.75 | -2.06% | |
Elevance Health | US0367521038 | 1.85 | 435.04 | -0.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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