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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1041 | 1318 | 1275 | 2136 | 4190 |
Fund Return | 6.66% | 4.07% | 31.77% | 8.43% | 16.4% | 15.4% |
Place in category | 668 | 525 | 518 | 81 | 84 | 64 |
% in Category | 53 | 46 | 42 | 12 | 11 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.81B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 75.44B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.92 | 413.72 | -0.25% | |
Apple | US0378331005 | 9.52 | 186.28 | +1.76% | |
NVIDIA | US67066G1040 | 8.17 | 903.99 | +0.58% | |
Amazon.com | US0231351067 | 6.19 | 186.57 | -0.49% | |
Meta Platforms | US30303M1027 | 4.09 | 468.01 | -1.72% |
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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