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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1288 | 1047 | 1518 | 1225 | 2685 | 4981 |
Fund Return | 28.77% | 4.7% | 51.82% | 6.99% | 21.84% | 17.42% |
Place in category | 97 | 423 | 107 | 291 | 12 | 15 |
% in Category | 9 | 33 | 9 | 32 | 3 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Growth Company | 57.62B | 28.57 | 7.23 | 18.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.44B | 22.40 | 4.47 | 13.21 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Vanguard Growth Index Adm | 83.57B | 23.69 | 7.47 | 15.16 | ||
JPMorgan Large Cap Growth R6 | 65.44B | 26.92 | 9.12 | 17.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 13.25 | 145.89 | -0.76% | |
Apple | US0378331005 | 11.85 | 229.00 | +0.32% | |
Amazon.com | US0231351067 | 8.21 | 202.88 | -0.85% | |
Microsoft | US5949181045 | 8.15 | 415.49 | -0.55% | |
Alphabet A | US02079K3059 | 6.05 | 175.98 | -1.20% |
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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