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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1269 | 1027 | 1269 | 1451 | 1986 | 3185 |
Fund Return | 26.93% | 2.68% | 26.93% | 13.21% | 14.71% | 12.28% |
Place in category | 125 | 279 | 125 | 16 | 177 | 306 |
% in Category | 10 | 22 | 10 | 2 | 16 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 6.64 | 77.08 | +1.49% | |
Microsoft | US5949181045 | 6.51 | 429.03 | +1.05% | |
NVIDIA | US67066G1040 | 5.12 | 137.71 | +3.10% | |
GE Aerospace | US3696043013 | 5.07 | 182.85 | +1.73% | |
Exxon Mobil | US30231G1022 | 4.63 | 112.32 | +0.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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