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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1005 | 1085 | 1342 | 1984 | 3728 |
Fund Return | 3.37% | 0.54% | 8.49% | 10.3% | 14.69% | 14.06% |
Place in category | 41 | 51 | 1004 | 750 | 695 | 263 |
% in Category | 7 | 6 | 94 | 76 | 74 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.83B | -2.72 | 7.21 | 11.16 | ||
Eaton Vance Atlanta Capital SMID R6 | 5.97B | -2.71 | 7.28 | 11.25 | ||
Eaton Vance National Municipal IncI | 3.26B | 1.10 | 1.39 | 2.93 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.32B | 2.76 | 13.11 | 12.62 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.5B | 2.81 | 13.41 | 12.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Vanguard Growth Index Adm | 88.07B | -1.14 | 14.18 | 15.08 | ||
JPMorgan Large Cap Growth R6 | 62.23B | -0.18 | 15.79 | 17.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Visa A | US92826C8394 | 9.62 | 333.36 | +0.37% | |
Alphabet C | US02079K1079 | 8.17 | 169.09 | +1.87% | |
Microsoft | US5949181045 | 6.42 | 384.20 | +0.98% | |
Mastercard | US57636Q1040 | 5.99 | 525.16 | -0.12% | |
Thermo Fisher Scientific | US8835561023 | 5.74 | 514.89 | +0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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