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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1032 | 1224 | 1254 | 1857 | - |
Fund Return | 8.69% | 3.22% | 22.41% | 7.83% | 13.18% | - |
Place in category | 1074 | 904 | 1124 | 736 | 888 | - |
% in Category | 70 | 59 | 78 | 55 | 74 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 33.45B | 4.90 | 6.06 | 10.42 | ||
T. Rowe Price Blue Chip Growth | 29.24B | 17.02 | 5.95 | 14.08 | ||
T. Rowe Price Capital AppreciationI | 26.85B | 4.96 | 6.19 | - | ||
T. Rowe Price Blue Chip Growth I | 28.07B | 17.08 | 6.09 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.63B | 14.17 | 6.81 | 15.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.81 | - | - | |
Apple Inc | - | 3.59 | - | - | |
Visa Inc Class A | - | 2.26 | - | - | |
GE Aerospace | - | 2.14 | - | - | |
JPMorgan Chase & Co | - | 2.08 | - | - |
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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