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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1129 | 1021 | 1262 | 1114 | 1637 | 2229 |
Fund Return | 12.89% | 2.1% | 26.18% | 3.68% | 10.36% | 8.34% |
Place in category | 142 | 223 | 139 | 246 | 36 | 52 |
% in Category | 20 | 32 | 19 | 38 | 8 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.96B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 100.41B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 56.18B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.77B | 12.51 | 3.69 | 8.16 | ||
Fidelity Balanced K | 42.26B | 13.96 | 4.89 | 9.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.30 | 422.52 | -0.68% | |
NVIDIA | US67066G1040 | 4.64 | 147.43 | -0.97% | |
Apple | US0378331005 | 3.35 | 226.92 | -0.14% | |
Amazon.com | US0231351067 | 2.69 | 208.40 | -0.79% | |
Meta Platforms | US30303M1027 | 1.94 | 588.67 | -0.51% |
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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