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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1003 | 1287 | 1304 | 2173 | 3977 |
Fund Return | 10.38% | 0.26% | 28.73% | 9.25% | 16.79% | 14.8% |
Place in category | 782 | 960 | 796 | 238 | 333 | 139 |
% in Category | 65 | 80 | 67 | 26 | 33 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth C | 14.31B | 10.08 | 8.44 | 13.95 | ||
Loomis Sayles Growth N | 14.31B | 10.52 | 9.62 | 15.18 | ||
Loomis Sayles Growth Y | 14.31B | 10.50 | 9.53 | 15.09 | ||
Loomis Sayles Global Equity and InY | 3B | 5.67 | 2.29 | 7.60 | ||
Loomis Sayles Global Equity and InC | 3B | 5.23 | 1.26 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141.78B | 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 % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.59 | 126.57 | -3.22% | |
Meta Platforms | US30303M1027 | 6.75 | 494.78 | -1.38% | |
Tesla | US88160R1014 | 5.91 | 183.04 | +0.81% | |
Amazon.com | US0231351067 | 5.87 | 189.08 | +1.60% | |
Visa A | US92826C8394 | 5.28 | 275.22 | -0.58% |
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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