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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 991 | 1238 | 1181 | 1752 | 3023 |
Fund Return | 5.25% | -0.93% | 23.84% | 5.71% | 11.87% | 11.7% |
Place in category | 1104 | 1042 | 1012 | 696 | 892 | 624 |
% in Category | 93 | 88 | 86 | 66 | 86 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.15B | 7.34 | 5.76 | 12.17 | ||
Eaton Vance Atlanta Capital SMID R6 | 4.91B | 7.40 | 5.84 | - | ||
Eaton Vance National Municipal IncI | 3.01B | -0.70 | -0.92 | 3.00 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.09B | 12.12 | 8.83 | 12.25 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.35B | 12.24 | 9.12 | 12.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141.37B | 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 % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 7.58 | 148.88 | -0.93% | |
White Mountains Insurance | BMG9618E1075 | 7.32 | 1,778.25 | -0.99% | |
Alphabet C | US02079K1079 | 6.60 | 185.58 | +2.65% | |
CDW Corp | US12514G1085 | 6.20 | 224.62 | -3.02% | |
TJX | US8725401090 | 6.01 | 110.69 | -0.32% |
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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