
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1113 | 1388 | 1418 | 1988 | 3170 |
Fund Return | 6.22% | 11.29% | 38.83% | 12.34% | 14.73% | 12.23% |
Place in category | 48 | 25 | 16 | 21 | 16 | 19 |
% in Category | 49 | 30 | 21 | 22 | 17 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.65B | 6.67 | 11.81 | 11.90 | ||
Fidelity Select Brokerage & Invmt | 1.49B | 7.73 | 17.18 | 14.98 | ||
T. Rowe Price Financial Services | 1.15B | 6.43 | 12.04 | 13.66 | ||
Fidelity Select Financial Services | 1.08B | 6.30 | 12.93 | 12.72 | ||
Vanguard Financials Index Adm | 1.06B | 6.59 | 11.88 | 12.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 8.65 | 568.50 | -0.02% | |
Wells Fargo&Co | US9497461015 | 6.07 | 80.35 | -0.53% | |
Bank of America | US0605051046 | 4.96 | 46.01 | -1.12% | |
Citigroup | US1729674242 | 4.05 | 83.94 | -0.82% | |
Reinsurance of America | US7593516047 | 3.66 | 199.23 | -0.84% |
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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