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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1162 | 1162 | 1429 | 1341 | 2073 | 3928 |
Fund Return | 16.2% | 16.2% | 42.86% | 10.29% | 15.69% | 14.66% |
Place in category | 82 | 82 | 242 | 339 | 429 | 183 |
% in Category | 7 | 7 | 21 | 33 | 41 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.52B | 8.81 | 8.53 | 9.46 | ||
MFS Value R6 | 21.35B | 8.84 | 8.65 | 9.57 | ||
MFS Growth R6 | 17.79B | 16.23 | 10.39 | 14.77 | ||
MFS Intl Diversification I | 15.45B | 4.19 | 1.45 | 5.88 | ||
MFS Instl International Equity | 14.76B | 4.74 | 6.55 | 6.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.54B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 56.25B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 14.03 | - | - | |
NVIDIA Corp | - | 9.17 | - | - | |
Amazon.com Inc | - | 6.73 | - | - | |
Alphabet Inc Class A | - | 5.91 | - | - | |
Meta Platforms Inc Class A | - | 5.58 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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