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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1130 | 1033 | 1333 | 1320 | 2369 | 4000 |
Fund Return | 13.04% | 3.3% | 33.28% | 9.69% | 18.82% | 14.87% |
Place in category | 530 | 323 | 475 | 179 | 105 | 134 |
% in Category | 44 | 32 | 40 | 21 | 13 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.25B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 126.28B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 11.45B | 12.53 | 8.52 | 14.41 | ||
Fidelity Blue Chip Growth | 57.86B | 11.65 | 6.39 | 17.08 | ||
JPMorgan Large Cap Growth R6 | 57.42B | 10.57 | 7.60 | 17.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.54 | 424.52 | +0.12% | |
Apple | US0378331005 | 10.82 | 194.48 | -0.71% | |
NVIDIA | US67066G1040 | 8.87 | 1,210.36 | -1.15% | |
Amazon.com | US0231351067 | 7.07 | 185.00 | +2.05% | |
Alphabet A | US02079K3059 | 4.13 | 176.73 | +0.78% |
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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