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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 983 | 1287 | 1029 | 2356 | 4387 |
Fund Return | 11.14% | -1.73% | 28.73% | 0.95% | 18.69% | 15.94% |
Place in category | 727 | 1088 | 797 | 1001 | 111 | 48 |
% in Category | 60 | 93 | 68 | 91 | 14 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Baron Growth Instl | 4.83B | -3.30 | -0.69 | 10.20 | ||
Baron Emerging Markets Institutiona | 3.71B | 2.64 | -9.45 | 2.19 | ||
Baron Small Cap Instl | 2.99B | 6.06 | 0.52 | 10.26 | ||
Baron Partners Institutional | 2.82B | -12.98 | -1.67 | 16.96 | ||
Baron Partners Retail | 2.36B | -13.07 | -1.93 | 16.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141.19B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 13.81 | - | - | |
NVIDIA Corp | - | 11.59 | - | - | |
Amazon.com Inc | - | 6.71 | - | - | |
Meta Platforms Inc Class A | - | 4.65 | - | - | |
CoStar Group Inc | - | 3.33 | - | - |
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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