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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1114 | 1340 | 1384 | 2062 | 4176 |
Fund Return | 4.06% | 11.45% | 33.95% | 11.43% | 15.57% | 15.36% |
Place in category | 277 | 176 | 239 | 613 | 509 | 244 |
% in Category | 27 | 16 | 24 | 63 | 55 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.33B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 147.82B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 13.13B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 69.66B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.55 | 128.68 | +3.08% | |
Amazon.com | US0231351067 | 8.44 | 238.83 | +1.13% | |
Apple | US0378331005 | 7.80 | 233.22 | +0.32% | |
Microsoft | US5949181045 | 7.69 | 415.82 | +0.61% | |
Meta Platforms | US30303M1027 | 4.63 | 711.99 | +1.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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