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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1057 | 1171 | 1194 | 1715 | 2422 |
Fund Return | 4.75% | 5.74% | 17.14% | 6.07% | 11.39% | 9.25% |
Place in category | 63 | 63 | 103 | 71 | 39 | 32 |
% in Category | 16 | 16 | 29 | 25 | 14 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
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% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.27B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.19B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.43B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.07 | 59.92 | +1.20% | |
Elevance Health | US0367521038 | 1.85 | 538.48 | +6.14% | |
Metro Inc. | CA59162N1096 | 1.56 | 72.63 | -1.22% | |
Seagate | IE00BKVD2N49 | 1.46 | 93.24 | -0.50% | |
UnitedHealth | US91324P1021 | 1.43 | 495.37 | +2.85% |
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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