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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 992 | 1110 | 1208 | 1676 | 2248 |
Fund Return | 2.42% | -0.79% | 10.97% | 6.5% | 10.88% | 8.44% |
Place in category | 67 | 25 | 147 | 109 | 98 | 47 |
% in Category | 47 | 18 | 85 | 61 | 55 | 27 |
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 Growth Portfolio A | 11.7B | 1.10 | 9.27 | 10.22 | ||
JHVIT Strategic Equity Allocation T | 6.7B | 3.10 | 9.28 | 9.47 | ||
JPMorgan Investor Growth A | 4.51B | 2.49 | 7.91 | 9.08 | ||
Franklin Mutual Shares Z | 3.94B | 5.21 | 7.84 | 6.37 | ||
American Funds Growth Portfolio 52A | 2.76B | 1.14 | 9.24 | 10.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.39 | 368.42 | -2.74% | |
Apple | US0378331005 | 3.12 | 219.51 | +0.74% | |
NVIDIA | US67066G1040 | 2.82 | 104.96 | -4.29% | |
E-mini S&P 500 Future Mar 25 | - | 2.47 | - | - | |
Alphabet A | US02079K3059 | 2.13 | 151.66 | -1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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