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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1001 | 1278 | 1275 | 2093 | 3691 |
Fund Return | 10.08% | 0.1% | 27.83% | 8.44% | 15.92% | 13.95% |
Place in category | 807 | 976 | 843 | 349 | 473 | 290 |
% in Category | 68 | 81 | 71 | 35 | 47 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.31B | 10.38 | 9.25 | 14.80 | ||
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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