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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1184 | 1046 | 1232 | 1205 | 1724 | 2466 |
Fund Return | 18.41% | 4.6% | 23.22% | 6.4% | 11.51% | 9.45% |
Place in category | 85 | 114 | 94 | 99 | 20 | 19 |
% in Category | 14 | 19 | 15 | 18 | 5 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 107.41B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 66.2B | 37.89 | 9.30 | 17.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.72B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.47B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Balanced | 42.26B | 18.78 | 6.78 | 9.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.37 | 436.60 | -0.10% | |
NVIDIA | US67066G1040 | 4.54 | 134.70 | +3.08% | |
Apple | US0378331005 | 3.35 | 254.49 | +1.88% | |
Amazon.com | US0231351067 | 2.66 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 2.02 | 585.25 | -1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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