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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1162 | 1162 | 1430 | 1345 | 2082 | 3965 |
Fund Return | 16.23% | 16.23% | 42.99% | 10.39% | 15.8% | 14.77% |
Place in category | 80 | 80 | 238 | 327 | 406 | 167 |
% in Category | 7 | 7 | 21 | 32 | 39 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.34B | 8.81 | 8.53 | 9.46 | ||
MFS Value R6 | 20.15B | 8.84 | 8.65 | 9.57 | ||
MFS Intl Diversification I | 14.77B | 4.19 | 1.45 | 5.88 | ||
MFS Instl International Equity | 14.4B | 4.74 | 6.55 | 6.83 | ||
MFS Research International R6 | 13.72B | 4.82 | 2.57 | 4.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.68B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 118.35B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 10.73B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 53.34B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 14.13 | 397.84 | +0.73% | |
NVIDIA | US67066G1040 | 8.40 | 858.11 | +3.34% | |
Amazon.com | US0231351067 | 6.73 | 184.72 | +3.20% | |
Meta Platforms | US30303M1027 | 5.74 | 441.84 | +0.60% | |
Alphabet A | US02079K3059 | 5.55 | 166.62 | +1.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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