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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 989 | 1140 | 1245 | 1843 | - |
Fund Return | 5.64% | -1.15% | 14.04% | 7.59% | 13.01% | - |
Place in category | 258 | 426 | 756 | 782 | 536 | - |
% in Category | 22 | 37 | 65 | 74 | 54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 34.35B | 1.96 | 8.05 | 10.42 | ||
T. Rowe Price Blue Chip Growth | 28.45B | -0.83 | 13.21 | 14.08 | ||
T. Rowe Price Capital AppreciationI | 28.92B | 1.99 | 8.19 | - | ||
T. Rowe Price Blue Chip Growth I | 26.26B | -0.80 | 13.36 | - | ||
T. Rowe Price Instl Large Cap Growt | 20.13B | 0.04 | 13.08 | 15.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.9B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.31 | 68.19 | +1.35% | |
MetLife | US59156R1086 | 2.16 | 78.43 | -0.03% | |
Southern | US8425871071 | 2.01 | 89.00 | -1.23% | |
Qualcomm | US7475251036 | 1.89 | 153.53 | +0.28% | |
GE Aerospace | US3696043013 | 1.85 | 193.42 | +0.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Sell |
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