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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1222 | 1050 | 1417 | 1338 | 2485 | 3912 |
Fund Return | 22.22% | 5.05% | 41.75% | 10.2% | 19.97% | 14.61% |
Place in category | 6 | 87 | 31 | 118 | 49 | 169 |
% in Category | 1 | 9 | 4 | 16 | 7 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Marsico Growth | 378.05M | 17.03 | 6.08 | 13.39 | ||
Marsico 21st Century | 235.49M | 0.84 | -1.75 | 9.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.06B | 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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.19 | 449.78 | +0.92% | |
NVIDIA | US67066G1040 | 8.14 | 126.57 | -3.22% | |
Meta Platforms | US30303M1027 | 8.12 | 494.78 | -1.38% | |
Alphabet A | US02079K3059 | 6.76 | 179.63 | +1.89% | |
Amazon.com | US0231351067 | 6.06 | 189.08 | +1.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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