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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1063 | 1218 | 1191 | 1833 | 3646 |
Fund Return | 4.92% | 6.26% | 21.82% | 5.99% | 12.89% | 13.81% |
Place in category | 114 | 113 | 112 | 201 | 56 | 11 |
% in Category | 32 | 35 | 32 | 52 | 24 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.59B | 3.26 | 8.22 | 10.98 | ||
T. Rowe Price Blue Chip Growth | 33.12B | 2.82 | 12.74 | 15.20 | ||
T. Rowe Price Capital AppreciationI | 29.65B | 3.26 | 8.35 | - | ||
T. Rowe Price Blue Chip Growth I | 30.21B | 2.83 | 12.89 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.81B | 2.70 | 12.53 | 16.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 63.71B | 4.36 | 6.91 | 11.64 | ||
American Funds New Perspective R6 | 39.31B | 4.39 | 7.25 | 11.99 | ||
Old Westbury Large Cap Strategies | 25.29B | 2.82 | 7.52 | 8.38 | ||
American Funds New Perspective F2 | 19.85B | 4.40 | 7.14 | 11.87 | ||
American Funds New Economy A | 18.19B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 4.40 | 878.31 | +0.91% | |
Microsoft | US5949181045 | 4.34 | 409.75 | -1.46% | |
Amazon.com | US0231351067 | 3.92 | 229.15 | -4.05% | |
NVIDIA | US67066G1040 | 3.78 | 129.84 | +0.90% | |
Apple | US0378331005 | 3.44 | 227.63 | -2.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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