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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 1077 | 1432 | 1233 | 2167 | 3854 |
Fund Return | 14.45% | 7.74% | 43.16% | 7.22% | 16.73% | 14.44% |
Place in category | 9 | 27 | 11 | 198 | 63 | 157 |
% in Category | 1 | 4 | 2 | 24 | 9 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Marsico Growth | 381.02M | 10.81 | 3.37 | 13.32 | ||
Marsico 21st Century | 259.94M | 0.84 | -1.75 | 9.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.23B | 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 Corp | - | 10.62 | - | - | |
Meta Platforms Inc Class A | - | 8.84 | - | - | |
NVIDIA Corp | - | 8.21 | - | - | |
Amazon.com Inc | - | 6.03 | - | - | |
Eli Lilly and Co | - | 5.54 | - | - |
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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