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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1043 | 1226 | 1260 | 1853 | - |
Fund Return | 6.02% | 4.27% | 22.6% | 8.01% | 13.13% | - |
Place in category | 599 | 581 | 559 | 310 | 232 | - |
% in Category | 36 | 37 | 38 | 23 | 21 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 33.08B | 2.45 | 5.29 | 10.39 | ||
T. Rowe Price Blue Chip Growth | 30.79B | 9.56 | 3.08 | 13.83 | ||
T. Rowe Price Capital AppreciationI | 26.59B | 2.51 | 5.42 | - | ||
T. Rowe Price Blue Chip Growth I | 27.23B | 9.60 | 3.22 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.04B | 8.22 | 4.37 | 15.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.06 | - | - | |
Apple Inc | - | 5.62 | - | - | |
NVIDIA Corp | - | 5.04 | - | - | |
Amazon.com Inc | - | 3.72 | - | - | |
Meta Platforms Inc Class A | - | 2.41 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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