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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1130 | 1327 | 1333 | 1924 | 3216 |
Fund Return | 6.74% | 13.05% | 32.67% | 10.07% | 13.99% | 12.39% |
Place in category | 808 | 309 | 174 | 820 | 443 | 148 |
% in Category | 50 | 20 | 13 | 61 | 40 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.31B | 10.38 | 9.25 | 14.80 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 4.57 | 179.63 | +1.89% | |
Amazon.com | US0231351067 | 4.07 | 189.08 | +1.60% | |
Meta Platforms | US30303M1027 | 3.50 | 494.78 | -1.38% | |
NVIDIA | US67066G1040 | 3.39 | 126.57 | -3.22% | |
Capital One Financial | US14040H1059 | 2.87 | 136.77 | -0.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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