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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1007 | 1264 | 1231 | 2070 | 3518 |
Fund Return | 7.62% | 0.71% | 26.39% | 7.18% | 15.66% | 13.4% |
Place in category | 1177 | 1333 | 840 | 889 | 268 | 12 |
% in Category | 78 | 89 | 58 | 67 | 24 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.2B | 10.38 | 9.25 | 14.80 | ||
Loomis Sayles Growth C | 14.2B | 10.08 | 8.44 | 13.95 | ||
Loomis Sayles Growth N | 14.2B | 10.52 | 9.62 | 15.18 | ||
Loomis Sayles Growth Y | 14.2B | 10.50 | 9.53 | 15.09 | ||
Loomis Sayles Global Equity and InC | 2.98B | 5.23 | 1.26 | 6.52 |
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 Inc Class A | - | 4.30 | - | - | |
NVIDIA Corp | - | 3.53 | - | - | |
Meta Platforms Inc Class A | - | 3.50 | - | - | |
Amazon.com Inc | - | 2.80 | - | - | |
Bank of America | US0605051046 | 2.57 | 39.24 | -0.05% |
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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