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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1037 | 1208 | 1120 | 1477 | 2196 |
Fund Return | 4.06% | 3.7% | 20.79% | 3.85% | 8.12% | 8.18% |
Place in category | 970 | 668 | 1038 | 685 | 981 | 789 |
% in Category | 78 | 56 | 86 | 65 | 95 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Matisse Discounted Cl-End Fd Strat | 45.96M | 2.94 | 8.29 | 7.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Information Technology | US92204A7028 | 17.27 | 534.61 | -0.09% | |
Vanguard Industrials | US92204A6038 | 17.02 | 239.56 | +1.18% | |
Vanguard Telecommunication Services | US92204A8844 | 16.50 | 134.07 | +0.96% | |
Vanguard Consumer Discretionary | US92204A1088 | 13.13 | 304.51 | +0.59% | |
Vanguard Health Care | US92204A5048 | 10.43 | 262.45 | +1.37% |
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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