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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1111 | 1185 | 1378 | 1804 | 2777 |
Fund Return | 6.32% | 11.13% | 18.49% | 11.27% | 12.53% | 10.75% |
Place in category | 112 | 1 | 274 | 154 | 119 | 143 |
% in Category | 17 | 1 | 55 | 32 | 26 | 60 |
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 Situation | 51.5M | 6.26 | 10.44 | 9.91 |
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 | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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