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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 915 | 943 | 1163 | 2221 | 3062 | 6749 |
Fund Return | -8.49% | -5.66% | 16.3% | 30.48% | 25.08% | 21.04% |
Place in category | - | - | - | - | - | - |
% in Category | 36 | 27 | 30 | 2 | 4 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index K | 5.82B | 6.04 | 8.02 | - | ||
State Street Hedged Intl Dev Eq Idx | 3.54B | 9.16 | 10.85 | - | ||
State Street Equity 500 Index II | 2.02B | 6.04 | 8.00 | - | ||
State Street Global Eq ex-US Index | 1.58B | 2.02 | -0.04 | - | ||
SSgA S&P 500 Index N | 1.46B | 5.98 | 7.91 | 12.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.87B | 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 % | |
---|---|---|---|---|---|
Apple Inc | - | 12.44 | - | - | |
Microsoft Corp | - | 10.13 | - | - | |
Amazon.com Inc | - | 6.58 | - | - | |
Meta Platforms Inc Class A | - | 4.81 | - | - | |
Tesla Inc | - | 4.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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