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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1022 | 1109 | 1054 | 1436 | 1965 |
Fund Return | 2.33% | 2.17% | 10.93% | 1.77% | 7.5% | 6.99% |
Place in category | 200 | 232 | 233 | 207 | 99 | 88 |
% in Category | 66 | 73 | 73 | 65 | 33 | 41 |
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 Income Fund of Amer | 76.43B | 1.53 | 3.31 | 6.19 | ||
Vanguard LifeStrategy Growth Inv | 20.47B | 2.58 | 2.42 | 7.40 | ||
American Funds Income Fund of A R6 | 20.41B | 1.65 | 3.61 | 6.49 | ||
American Funds Income Fund of Ame | 13.39B | 1.62 | 3.51 | 6.38 | ||
American Funds Growth and Inc A | 11.57B | 3.24 | 3.65 | 7.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.37 | 420.21 | -0.19% | |
Apple | US0378331005 | 2.16 | 189.87 | +0.02% | |
Amazon.com | US0231351067 | 1.78 | 184.70 | +0.58% | |
Alphabet A | US02079K3059 | 1.44 | 176.06 | +1.08% | |
NVIDIA | US67066G1040 | 1.32 | 924.79 | -1.99% |
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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