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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 915 | 943 | 1163 | 2222 | 3065 | 6774 |
Fund Return | -8.49% | -5.66% | 16.32% | 30.49% | 25.11% | 21.08% |
Place in category | - | - | - | - | - | - |
% in Category | 36 | 27 | 30 | 2 | 4 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index K | 6B | 11.30 | 9.52 | - | ||
State Street Hedged Intl Dev Eq Idx | 3.5B | 13.32 | 11.19 | - | ||
State Street Equity 500 Index II | 12.19B | 11.30 | 9.50 | - | ||
State Street Global Eq ex-US Index | 1.62B | 6.05 | 0.28 | - | ||
SSgA S&P 500 Index N | 1.49B | 11.23 | 9.41 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.42B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 12.44 | - | - | |
Microsoft Corp | - | 10.13 | - | - | |
Amazon.com Inc | - | 6.58 | - | - | |
Meta Platforms Inc Class A | - | 4.81 | - | - | |
Tesla Inc | - | 4.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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