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By Ross Kerber and Tim McLaughlin BOSTON (Reuters) - Juul Labs Inc has become one the biggest bets in the portfolio of Fidelity’s $28 billion Blue Chip Growth Fund, whose exposure...
By Ross Kerber BOSTON (Reuters) - Funds run by Fidelity Investments sided with Tesla Inc (O:TSLA) management on director votes and other controversial items this spring, filings...
By Ross Kerber BOSTON (Reuters) - Elon Musk wants to take Tesla Inc (O:TSLA) private, but some of his big investors may not be able to follow. Most passive funds would have to...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1398 | 1091 | 1398 | 1341 | 2675 | 5327 |
Fund Return | 39.8% | 9.14% | 39.8% | 10.28% | 21.75% | 18.21% |
Place in category | 89 | 126 | 89 | 108 | 10 | 11 |
% in Category | 7 | 10 | 7 | 13 | 2 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 147.82B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 13.13B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 108.28B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 68.75B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 156.95B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 147.82B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 13.13B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 69.08B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 13.84 | 118.65 | +1.71% | |
Apple | US0378331005 | 10.79 | 232.80 | +2.10% | |
Amazon.com | US0231351067 | 8.57 | 242.06 | +1.95% | |
Microsoft | US5949181045 | 6.94 | 412.37 | +0.35% | |
Alphabet A | US02079K3059 | 5.69 | 206.38 | +2.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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