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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1288 | 1042 | 1458 | 1416 | 2370 | 4002 |
Fund Return | 28.79% | 4.19% | 45.79% | 12.3% | 18.83% | 14.87% |
Place in category | 72 | 398 | 120 | 51 | 152 | 218 |
% in Category | 8 | 37 | 13 | 7 | 18 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Alpha Global Real Estate InvI | 243.31M | 13.10 | -1.04 | 6.37 | ||
James Alpha Global Real Estate InvA | 45.4M | 12.74 | -1.40 | 5.91 | ||
Saratoga Large Capitalization Growi | 31.72M | 29.16 | 12.76 | 15.34 | ||
Saratoga Health Biotechnology Inst | 6.82M | 11.02 | 6.63 | 6.98 | ||
Saratoga Health Biotechnology A | 5.07M | 10.70 | 6.21 | 6.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.27B | 22.91 | 7.56 | 13.48 | ||
Fidelity Contrafund | 128.94B | 31.29 | 12.42 | 15.24 | ||
Fidelity Contrafund K | 128.94B | 31.38 | 12.49 | 15.34 | ||
Vanguard Growth Index Adm | 84.02B | 24.02 | 10.46 | 15.54 | ||
JPMorgan Large Cap Growth R6 | 64.93B | 27.39 | 11.64 | 17.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.86 | 418.16 | +0.35% | |
Apple | US0378331005 | 7.54 | 235.00 | +1.23% | |
NVIDIA | US67066G1040 | 6.68 | 138.00 | +0.78% | |
Meta Platforms | US30303M1027 | 4.36 | 576.47 | -0.08% | |
Amazon.com | US0231351067 | 4.03 | 188.99 | +0.78% |
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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