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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 994 | 1099 | 1174 | 1547 | 2030 |
Fund Return | 2.31% | -0.57% | 9.94% | 5.48% | 9.12% | 7.34% |
Place in category | 182 | 123 | 237 | 227 | 181 | 105 |
% in Category | 54 | 34 | 76 | 77 | 66 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 77.45B | 5.45 | 6.51 | 7.01 | ||
American Funds Income Fund of A R6 | 22.25B | 5.49 | 6.83 | 7.32 | ||
Vanguard LifeStrategy Growth Inv | 22.37B | 2.58 | 6.87 | 7.88 | ||
American Funds Income Fund of Ame | 14.33B | 5.50 | 6.72 | 7.21 | ||
American Funds Growth and Inc A | 12.26B | 2.78 | 8.10 | 8.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.04 | 381.05 | -0.58% | |
Apple | US0378331005 | 2.19 | 215.22 | -0.81% | |
NVIDIA | US67066G1040 | 2.16 | 115.01 | -0.64% | |
Amazon.com | US0231351067 | 1.79 | 195.00 | -1.96% | |
Alphabet A | US02079K3059 | 1.62 | 163.64 | -2.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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