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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1060 | 1182 | 1137 | 1482 | 2030 |
Fund Return | 6.02% | 6.02% | 18.23% | 4.38% | 8.18% | 7.34% |
Place in category | 214 | 214 | 116 | 277 | 199 | 124 |
% in Category | 30 | 30 | 18 | 42 | 33 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 32.47B | 5.16 | 7.81 | 10.75 | ||
T. Rowe Price Blue Chip Growth | 29.2B | 14.05 | 7.01 | 14.05 | ||
T. Rowe Price Blue Chip Growth I | 25.65B | 14.08 | 7.15 | - | ||
T. Rowe Price Capital AppreciationI | 25.74B | 5.19 | 7.95 | - | ||
T. Rowe Price Instl Large Cap Growt | 20.01B | 12.98 | 8.36 | 15.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 100.38B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.52 | 5.99 | 8.29 | ||
American Funds American Balanced R6 | 49.54B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced K | 8.28B | 7.17 | 6.55 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Instl High Yield | - | 4.42 | - | - | |
T. Rowe Price Real Assets I | - | 4.16 | - | - | |
Microsoft Corp | - | 3.05 | - | - | |
NVIDIA Corp | - | 2.18 | - | - | |
Apple Inc | - | 1.87 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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