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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1251 | 1083 | 1304 | 1231 | 2087 | 3702 |
Fund Return | 25.14% | 8.34% | 30.36% | 7.18% | 15.85% | 13.99% |
Place in category | 849 | 521 | 899 | 623 | 568 | 413 |
% in Category | 79 | 48 | 83 | 65 | 61 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
William Blair Large Cap Growth I | 2.06B | 1.84 | 10.81 | 16.07 | ||
William Blair Small-Mid Cap Gr I | 1.22B | 3.32 | 6.19 | 10.94 | ||
William Blair International Growt | 1.04B | 3.44 | -0.37 | 5.34 | ||
William Blair Instl International G | 951.59M | 3.43 | -0.41 | 5.47 | ||
William Blair Emerging Mkts Growth | 596.83M | -1.16 | -5.01 | 4.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.03B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 70.5B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.26 | 414.77 | +1.25% | |
Amazon.com | US0231351067 | 8.17 | 226.63 | -0.01% | |
Alphabet A | US02079K3059 | 7.05 | 185.27 | +0.82% | |
Apple | US0378331005 | 4.73 | 244.87 | +0.16% | |
NVIDIA | US67066G1040 | 4.69 | 139.23 | -0.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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