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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1237 | 1044 | 1440 | 1241 | 2321 | 4104 |
Fund Return | 23.69% | 4.44% | 44.02% | 7.47% | 18.35% | 15.16% |
Place in category | 417 | 516 | 441 | 227 | 130 | 125 |
% in Category | 38 | 42 | 37 | 26 | 16 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.87B | 22.40 | 4.47 | 13.21 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
JPMorgan Large Cap Growth R6 | 67.26B | 26.92 | 9.12 | 17.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 12.06 | 225.00 | -1.41% | |
Microsoft | US5949181045 | 11.43 | 415.00 | -2.79% | |
NVIDIA | US67066G1040 | 10.00 | 141.98 | -3.26% | |
Amazon.com | US0231351067 | 5.99 | 202.55 | -4.22% | |
Meta Platforms | US30303M1027 | 4.74 | 554.08 | -4.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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