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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1158 | 1465 | 1439 | 2139 | 3961 |
Fund Return | 9.7% | 15.81% | 46.51% | 12.9% | 16.43% | 14.76% |
Place in category | 670 | 511 | 445 | 48 | 309 | 102 |
% in Category | 52 | 38 | 35 | 7 | 31 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Pyrford International Stock I | 253.37M | -0.43 | 4.45 | 3.83 | ||
BMO Large-Cap Value I | 118.06M | 3.42 | 9.31 | 8.54 | ||
BMO Ultra Short Tax-Free I | 89.21M | 0.42 | 1.26 | 1.15 | ||
BMO Small-Cap Growth I | 3.48M | 4.51 | -1.73 | 5.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 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 | US5949181045 | 8.70 | 450.57 | +1.81% | |
Apple | US0378331005 | 7.37 | 218.53 | +2.84% | |
NVIDIA | US67066G1040 | 6.66 | 132.26 | +0.29% | |
Amazon.com | US0231351067 | 5.46 | 184.98 | +0.72% | |
Meta Platforms | US30303M1027 | 5.28 | 510.44 | +1.25% |
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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