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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1266 | 1045 | 1426 | 1129 | 1824 | - |
Fund Return | 26.59% | 4.55% | 42.6% | 4.14% | 12.78% | - |
Place in category | 195 | 480 | 556 | 688 | 836 | - |
% in Category | 18 | 40 | 48 | 68 | 82 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan International Value Instl | 22.23B | 9.64 | 8.41 | 8.07 | ||
Artisan International Value Advisor | 10.85B | 9.56 | 8.30 | - | ||
Artisan Mid Cap Advisor | 4.31B | 6.54 | -7.86 | - | ||
Artisan Mid Cap Institutional | 4.31B | 6.64 | -7.77 | 9.34 | ||
Artisan Mid Cap Investor | 4.31B | 6.44 | -7.99 | 9.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.43B | 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 | 84.02B | 23.69 | 7.47 | 15.16 | ||
JPMorgan Large Cap Growth R6 | 67.13B | 26.92 | 9.12 | 17.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Option Put on Microsoft Corp | - | 9.98 | - | - | |
Microsoft | US5949181045 | 9.67 | 423.13 | +1.22% | |
GE Aerospace | US3696043013 | 8.62 | 182.67 | -1.02% | |
Apple | US0378331005 | 7.97 | 224.23 | 0.00% | |
NVIDIA | US67066G1040 | 7.91 | 148.29 | +2.10% |
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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