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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1094 | 1347 | 1489 | 2039 | 3503 |
Fund Return | 4.69% | 9.37% | 34.69% | 14.18% | 15.32% | 13.36% |
Place in category | 180 | 419 | 213 | 173 | 557 | 580 |
% in Category | 18 | 36 | 21 | 21 | 59 | 75 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.84B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 69.69B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 11.61 | 683.55 | -1.62% | |
NVIDIA | US67066G1040 | 8.69 | 134.43 | -4.05% | |
Microsoft | US5949181045 | 6.31 | 408.21 | -1.90% | |
Alphabet A | US02079K3059 | 6.06 | 179.66 | -2.65% | |
Amazon.com | US0231351067 | 5.65 | 216.58 | -2.83% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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