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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1038 | 1295 | 1284 | 2057 | 3127 |
Fund Return | 12.08% | 3.79% | 29.49% | 8.68% | 15.52% | 12.08% |
Place in category | 348 | 588 | 335 | 513 | 326 | 261 |
% in Category | 21 | 35 | 22 | 38 | 30 | 33 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.75 | 452.85 | +0.15% | |
Apple | US0378331005 | 6.30 | 214.10 | +0.40% | |
NVIDIA | US67066G1040 | 4.99 | 123.99 | -1.91% | |
Amazon.com | US0231351067 | 4.74 | 197.85 | +2.19% | |
Meta Platforms | US30303M1027 | 3.20 | 519.56 | +1.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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