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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1064 | 1229 | 992 | 1785 | 3371 |
Fund Return | 7.09% | 6.44% | 22.86% | -0.26% | 12.29% | 12.92% |
Place in category | 90 | 63 | 107 | 220 | 26 | 7 |
% in Category | 27 | 22 | 27 | 62 | 12 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 33.52B | 2.45 | 5.29 | 10.39 | ||
T. Rowe Price Blue Chip Growth | 30.99B | 9.56 | 3.08 | 13.83 | ||
T. Rowe Price Blue Chip Growth I | 27.5B | 9.60 | 3.22 | - | ||
T. Rowe Price Capital AppreciationI | 26.92B | 2.51 | 5.42 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.38B | 8.22 | 4.37 | 15.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.56B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 34.82B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.53B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 17.96B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.49B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 5.62 | - | - | |
Microsoft Corp | - | 5.19 | - | - | |
NVIDIA Corp | - | 4.84 | - | - | |
Eli Lilly and Co | - | 4.32 | - | - | |
Charles Schwab Corp | - | 3.01 | - | - |
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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