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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1109 | 1388 | 1544 | 2639 | 5438 |
Fund Return | 2.25% | 10.92% | 38.77% | 15.58% | 21.42% | 18.45% |
Place in category | 864 | 215 | 120 | 65 | 13 | 16 |
% in Category | 75 | 19 | 10 | 9 | 3 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Growth Company | 60.78B | 1.36 | 15.14 | 19.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.03B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 70.5B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 13.15 | 140.11 | +0.63% | |
Apple | US0378331005 | 11.11 | 245.83 | +0.39% | |
Amazon.com | US0231351067 | 8.90 | 222.88 | -1.65% | |
Alphabet A | US02079K3059 | 7.20 | 184.56 | -0.38% | |
Microsoft | US5949181045 | 6.75 | 416.13 | +0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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