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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 972 | 1115 | 1099 | 1455 | 2123 |
Fund Return | 11.45% | -2.78% | 11.45% | 3.19% | 7.78% | 7.82% |
Place in category | 203 | 296 | 203 | 168 | 107 | 68 |
% in Category | 68 | 92 | 68 | 53 | 39 | 33 |
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% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 77.88B | 10.84 | 3.73 | 6.72 | ||
Vanguard LifeStrategy Growth Inv | 21.96B | 13.18 | 3.61 | 7.95 | ||
American Funds Income Fund of A R6 | 22.3B | 11.22 | 4.05 | 7.03 | ||
American Funds Income Fund of Ame | 14.28B | 11.08 | 3.93 | 6.92 | ||
American Funds Growth and Inc A | 12.78B | 14.57 | 4.62 | 8.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 2.83 | 106.83 | -2.50% | |
P&G | US7427181091 | 2.43 | 165.99 | -0.85% | |
Coca-Cola | US1912161007 | 1.85 | 63.48 | -0.89% | |
J&J | US4781601046 | 1.67 | 152.15 | -0.47% | |
Equinix | US29444U7000 | 1.66 | 913.66 | -0.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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