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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1060 | 1102 | 1121 | 1285 | 1425 | 2051 |
| Fund Return | 6.05% | 10.17% | 12.1% | 8.71% | 7.33% | 7.45% |
| Place in category | 1421 | 72 | 1403 | 1248 | 1120 | 805 |
| % in Category | 98 | 6 | 97 | 99 | 99 | 98 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Growth Fund Amer A | 172.26B | 19.93 | 28.33 | 15.15 | ||
| Fidelity Contrafund | 163.19B | 21.75 | 32.13 | 16.84 | ||
| Vanguard Growth Index Adm | 103.66B | 19.43 | 32.48 | 17.44 | ||
| JPMorgan Large Cap Growth R6 | 75.17B | 14.40 | 27.47 | 18.56 | ||
| Fidelity Growth Company | 73.18B | 24.34 | 35.93 | 20.67 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc B | - | 8.27 | - | - | |
| Alphabet Inc A | - | 8.11 | - | - | |
| Aramark | - | 5.15 | - | - | |
| Danaher Corp | - | 4.89 | - | - | |
| Apple Inc | - | 4.87 | - | - |
| 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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