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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1066 | 1258 | 1376 | 1949 | 3371 |
Fund Return | 3.14% | 6.59% | 25.85% | 11.22% | 14.27% | 12.92% |
Place in category | 709 | 392 | 520 | 579 | 555 | 330 |
% in Category | 50 | 30 | 38 | 46 | 50 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.38B | 3.26 | 8.22 | 10.98 | ||
T. Rowe Price Blue Chip Growth | 32.72B | 2.82 | 12.74 | 15.20 | ||
T. Rowe Price Capital AppreciationI | 29.47B | 3.26 | 8.35 | - | ||
T. Rowe Price Blue Chip Growth I | 29.85B | 2.83 | 12.89 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.52B | 2.70 | 12.53 | 16.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.58 | 227.63 | -2.40% | |
NVIDIA | US67066G1040 | 5.77 | 129.84 | +0.90% | |
Microsoft | US5949181045 | 5.47 | 409.75 | -1.46% | |
Amazon.com | US0231351067 | 3.58 | 229.15 | -4.05% | |
Meta Platforms | US30303M1027 | 2.25 | 714.52 | +0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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