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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1261 | 1032 | 1261 | 1196 | 2098 | 4333 |
Fund Return | 26.08% | 3.25% | 26.08% | 6.16% | 15.97% | 15.79% |
Place in category | 723 | 813 | 723 | 660 | 420 | 107 |
% in Category | 66 | 71 | 66 | 66 | 46 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
William Blair Small-Mid Cap Gr I | 1.25B | 11.51 | 0.45 | 10.39 | ||
William Blair International Growt | 1.02B | 2.38 | -5.40 | 5.15 | ||
William Blair Instl International G | 909.39M | 2.41 | -5.42 | 5.28 | ||
William Blair Emerging Mkts Growth | 601.08M | 10.71 | -6.54 | 4.50 | ||
William Blair International Ldrs In | 578.5M | -0.51 | -6.97 | 6.18 |
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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.24 | 415.82 | +0.61% | |
NVIDIA | US67066G1040 | 11.93 | 128.68 | +3.08% | |
Amazon.com | US0231351067 | 9.50 | 238.83 | +1.13% | |
Apple | US0378331005 | 9.02 | 233.22 | +0.32% | |
Meta Platforms | US30303M1027 | 6.51 | 711.99 | +1.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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