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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1216 | 1039 | 1264 | 1011 | 1685 | 2716 |
Fund Return | 21.62% | 3.9% | 26.42% | 0.37% | 11% | 10.51% |
Place in category | 121 | 135 | 138 | 273 | 144 | 74 |
% in Category | 35 | 42 | 43 | 77 | 49 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.36B | 15.10 | 7.45 | 10.77 | ||
T. Rowe Price Blue Chip Growth | 33.4B | 36.09 | 7.62 | 14.78 | ||
T. Rowe Price Blue Chip Growth I | 30.57B | 36.24 | 7.76 | - | ||
T. Rowe Price Capital AppreciationI | 28.9B | 15.25 | 7.60 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.97B | 32.75 | 8.37 | 16.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 62.17B | 18.60 | 3.84 | 11.05 | ||
American Funds New Perspective R6 | 38.39B | 18.93 | 4.17 | 11.40 | ||
Old Westbury Large Cap Strategies | 25.73B | 23.85 | 5.72 | 8.13 | ||
American Funds New Perspective F2 | 19.23B | 18.82 | 4.07 | 11.28 | ||
American Funds New Economy A | 17.68B | 25.25 | 4.99 | 11.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aggregate Miscellaneous Equity | - | 5.31 | - | - | |
NVIDIA | US67066G1040 | 4.17 | 137.07 | -2.04% | |
Microsoft | US5949181045 | 3.97 | 430.53 | -1.73% | |
Apple | US0378331005 | 3.94 | 255.68 | -1.29% | |
Amazon.com | US0231351067 | 2.81 | 223.86 | -1.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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