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Investing.com - The U.S. economy grew by 2.3% in the fourth quarter, slowing from the prior three-month period, although other signs of resilient consumer demand could keep the...
Investing.com -- UBS is urging investors to take advantage of the recent market correction and buy quality AI stocks, emphasizing that the structural AI growth story remains intact...
Investing.com -- As President Trump’s February 1 tariff deadline approaches, Wolfe Research warns that "any given day we could wake up to another situation like Colombia,"...
After Monday's AI sell-off sent tech stocks reeling, we had some comeback as buyers filled the void, only for traders to take some quick profits off yesterday's bounce. The...
Ford F, Costco COST, and Charles Schwab SCHW will issue monthly updates in the sessions ahead, offering clues on the state of the US economy. Q4 earnings reports are coming in...
DeepSeek won’t cause the Fed to tighten monetary policy. It won’t cause a financial crisis or a credit crunch. Of course, it might have a negative wealth effect on Nvidia’s...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1161 | 1006 | 1161 | 1155 | 1672 | 2499 |
Fund Return | 16.06% | 0.59% | 16.06% | 4.91% | 10.83% | 9.59% |
Place in category | 56 | 64 | 56 | 69 | 12 | 17 |
% in Category | 11 | 15 | 11 | 13 | 3 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.16B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.19B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.37 | 421.75 | -4.65% | |
NVIDIA | US67066G1040 | 4.54 | 123.33 | -0.30% | |
Apple | US0378331005 | 3.35 | 240.29 | +0.39% | |
Amazon.com | US0231351067 | 2.66 | 236.86 | -0.09% | |
Meta Platforms | US30303M1027 | 2.02 | 706.58 | +4.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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