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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1140 | 1016 | 1292 | 1246 | 1645 | - |
Fund Return | 14.04% | 1.63% | 29.2% | 7.6% | 10.46% | - |
Place in category | 744 | 901 | 652 | 541 | 562 | - |
% in Category | 64 | 74 | 58 | 50 | 54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.63B | 11.29 | 5.66 | 10.62 | ||
T. Rowe Price Blue Chip Growth | 32.43B | 28.40 | 5.04 | 14.38 | ||
T. Rowe Price Capital AppreciationI | 29.42B | 11.42 | 5.79 | - | ||
T. Rowe Price Blue Chip Growth I | 29.76B | 28.53 | 5.18 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.62B | 24.63 | 5.87 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.31B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Elevance Health | US0367521038 | 2.24 | 402.55 | -0.26% | |
Southern | US8425871071 | 2.22 | 87.60 | -0.61% | |
MetLife | US59156R1086 | 2.07 | 86.59 | +1.64% | |
Chubb | CH0044328745 | 2.04 | 285.21 | +0.04% | |
GE Aerospace | US3696043013 | 2.04 | 181.15 | +1.37% |
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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