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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1158 | 1465 | 1439 | 2139 | 3961 |
Fund Return | 9.7% | 15.81% | 46.51% | 12.9% | 16.43% | 14.76% |
Place in category | 670 | 511 | 445 | 48 | 309 | 102 |
% in Category | 52 | 38 | 35 | 7 | 31 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Pyrford International Stock I | 266.06M | -0.43 | 4.45 | 3.83 | ||
BMO Large-Cap Value I | 121.39M | 3.42 | 9.31 | 8.54 | ||
BMO Ultra Short Tax-Free I | 90.92M | 0.42 | 1.26 | 1.15 | ||
BMO Small-Cap Growth I | 3.57M | 4.51 | -1.73 | 5.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 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 | 72.29B | 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 | 8.70 | 415.13 | +0.23% | |
Apple | US0378331005 | 7.37 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 6.66 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 5.46 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 5.28 | 466.83 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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