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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1156 | 1093 | 1205 | 1378 | 1665 | 2628 |
Fund Return | 15.55% | 9.29% | 20.49% | 11.29% | 10.73% | 10.15% |
Place in category | 433 | 320 | 426 | 206 | 198 | 172 |
% in Category | 88 | 59 | 91 | 43 | 53 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 9.36M | 21.25 | 10.03 | 12.31 | ||
Fidelity Index World Fund P Accumul | 7.54B | 21.45 | 10.21 | 12.50 | ||
Fidelity Index US Fund Class A Acc | 3.88M | 26.83 | 12.16 | 15.03 | ||
Fidelity Index US Fund P Accumulati | 4.41B | 27.11 | 12.42 | 15.30 | ||
Fidelity European Acc | 506.92M | -0.30 | 4.47 | 8.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.2B | 15.91 | 11.55 | 11.74 | ||
US Stock Fund A GBP | 3.2B | 22.58 | 12.84 | 13.28 | ||
US Stock Fund GBP Inc | 3.2B | 22.55 | 12.84 | 13.28 | ||
MFSM US Value Fund I1 GBP | 1.85B | 12.72 | 7.42 | 10.88 | ||
Fidelity American Special Situatiow | 502.71M | 16.38 | 12.14 | 10.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.62 | 453.20 | +0.86% | |
Wells Fargo&Co | US9497461015 | 3.61 | 70.34 | +2.16% | |
Elevance Health | US0367521038 | 3.35 | 365.96 | -0.14% | |
Alphabet A | US02079K3059 | 3.27 | 191.41 | +1.54% | |
T-Mobile US | US8725901040 | 3.22 | 220.31 | +1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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