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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1109 | 1176 | 1347 | 1737 | 2572 |
Fund Return | 6.26% | 10.93% | 17.61% | 10.44% | 11.67% | 9.91% |
Place in category | 172 | 9 | 344 | 189 | 180 | 182 |
% in Category | 29 | 6 | 69 | 41 | 48 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 9.76M | 4.84 | 13.24 | 12.69 | ||
Fidelity Index World Fund P Accumul | 8.27B | 4.86 | 13.44 | 12.88 | ||
Fidelity Index US Fund Class A Acc | 4.09M | 4.09 | 15.43 | 15.38 | ||
Fidelity Index US Fund P Accumulati | 4.56B | 4.11 | 15.58 | 15.65 | ||
Fidelity European Acc | 557.45M | 7.83 | 8.21 | 9.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.62B | 6.21 | 10.85 | 11.86 | ||
US Stock Fund A GBP | 3.35B | 6.89 | 11.65 | 13.70 | ||
US Stock Fund GBP Inc | 3.35B | 6.90 | 11.65 | 13.70 | ||
MFSM US Value Fund I1 GBP | 1.88B | 13.30 | 6.26 | 10.29 | ||
Fidelity American Special Situatiow | 514.6M | 6.32 | 11.27 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.82 | 77.50 | -1.44% | |
Alphabet A | US02079K3059 | 3.71 | 179.66 | -2.65% | |
Berkshire Hathaway B | US0846707026 | 3.58 | 478.74 | -0.64% | |
Salesforce Inc | US79466L3024 | 3.50 | 309.80 | -2.71% | |
Sempra Energy | US8168511090 | 3.20 | 87.10 | +1.27% |
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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