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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 984 | 1073 | 1029 | 1231 | 1562 |
Fund Return | 7.31% | -1.63% | 7.31% | 0.95% | 4.25% | 4.56% |
Place in category | 230 | 157 | 230 | 214 | 161 | 131 |
% in Category | 56 | 38 | 56 | 47 | 40 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.14B | 0.23 | 9.28 | 10.26 | ||
T. Rowe Price Capital AppreciationI | 29.53B | 0.26 | 9.42 | - | ||
T. Rowe Price Blue Chip Growth | 30.63B | -7.63 | 15.63 | 13.38 | ||
T. Rowe Price Blue Chip Growth I | 28.51B | -7.58 | 15.77 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.31B | -6.60 | 15.83 | 14.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 39.81B | 2.11 | 4.52 | 5.30 | ||
Vanguard Tax-Managed Balanced Adm | 10.07B | -2.54 | 7.22 | 7.05 | ||
Vanguard Wellesley Income Inv | 8.24B | 2.09 | 4.45 | 5.23 | ||
American Funds Income Portfolio A | 5.88B | 2.35 | 6.22 | 5.69 | ||
Hartford Balanced Income A | 4.43B | 1.67 | 4.74 | 5.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 20.05 | - | - | |
T. Rowe Price New Income Z | - | 15.56 | - | - | |
T. Rowe Price Value Z | - | 5.93 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 5.55 | - | - | |
T. Rowe Price Growth Stock Z | - | 5.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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