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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1023 | 1153 | 1115 | 1599 | 2338 |
Fund Return | 3.62% | 2.3% | 15.26% | 3.71% | 9.85% | 8.86% |
Place in category | 78 | 108 | 59 | 73 | 21 | 15 |
% in Category | 11 | 18 | 10 | 14 | 5 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.77B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced | 42.26B | 3.70 | 4.02 | 9.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.29 | 420.21 | -0.19% | |
NVIDIA | US67066G1040 | 3.27 | 924.79 | -1.99% | |
Apple | US0378331005 | 3.16 | 189.87 | +0.02% | |
Amazon.com | US0231351067 | 2.91 | 184.70 | +0.58% | |
Meta Platforms | US30303M1027 | 2.00 | 471.91 | -0.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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