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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1218 | 1023 | 1411 | 1177 | 2161 | 4262 |
Fund Return | 21.79% | 2.28% | 41.09% | 5.59% | 16.66% | 15.6% |
Place in category | 622 | 976 | 654 | 530 | 355 | 84 |
% in Category | 54 | 84 | 56 | 55 | 36 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
William Blair Small-Mid Cap Gr I | 1.32B | 8.52 | -1.94 | 10.41 | ||
William Blair International Growt | 1.02B | 4.67 | -5.52 | 5.20 | ||
William Blair Instl International G | 944.19M | 4.72 | -5.47 | 5.34 | ||
William Blair Emerging Mkts Growth | 601.12M | 11.75 | -6.76 | 4.15 | ||
William Blair International Ldrs In | 579.1M | 3.92 | -6.25 | 6.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.89B | 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 | ||
Vanguard Growth Index Adm | 83.57B | 23.69 | 7.47 | 15.16 | ||
JPMorgan Large Cap Growth R6 | 66.3B | 26.92 | 9.12 | 17.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.94 | 417.00 | +1.00% | |
NVIDIA | US67066G1040 | 10.33 | 141.88 | -3.27% | |
Apple | US0378331005 | 9.52 | 229.77 | +0.55% | |
Amazon.com | US0231351067 | 8.19 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 6.04 | 559.14 | -0.70% |
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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