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Breaking News
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1154 | 1004 | 1154 | 1135 | 1626 | 2358 |
Fund Return | 15.35% | 0.42% | 15.35% | 4.31% | 10.21% | 8.96% |
Place in category | 80 | 86 | 80 | 120 | 28 | 23 |
% in Category | 14 | 18 | 14 | 20 | 6 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 147.82B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 13.13B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 108.28B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 68.75B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.6B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.46B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.37 | 415.06 | +0.02% | |
NVIDIA | US67066G1040 | 4.54 | 120.07 | -3.67% | |
Apple | US0378331005 | 3.35 | 236.00 | -0.67% | |
Amazon.com | US0231351067 | 2.66 | 237.68 | +1.30% | |
Meta Platforms | US30303M1027 | 2.02 | 689.18 | +0.32% |
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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