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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 | 1281 | 1008 | 1474 | 1315 | 2790 | 5144 |
Fund Return | 28.09% | 0.85% | 47.45% | 9.55% | 22.77% | 17.8% |
Place in category | 104 | 1084 | 61 | 334 | 10 | 16 |
% in Category | 11 | 93 | 7 | 37 | 2 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 22.06 | 11.90 | 13.37 | ||
Fidelity Contrafund | 136.16B | 31.29 | 12.42 | 15.24 | ||
Fidelity Contrafund K | 12.16B | 31.38 | 12.49 | 15.34 | ||
Fidelity Total Market Index Instl b | 100.61B | 20.61 | 10.15 | 12.77 | ||
Fidelity Blue Chip Growth | 62.16B | 28.02 | 9.46 | 17.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 146.37B | 22.91 | 7.56 | 13.48 | ||
Fidelity Contrafund | 136.16B | 31.29 | 12.42 | 15.24 | ||
Fidelity Contrafund K | 12.16B | 31.38 | 12.49 | 15.34 | ||
Vanguard Growth Index Adm | 84.02B | 24.02 | 10.46 | 15.54 | ||
JPMorgan Large Cap Growth R6 | 63.51B | 27.39 | 11.64 | 17.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 13.45 | 139.91 | +2.84% | |
Apple | US0378331005 | 11.84 | 223.45 | +0.65% | |
Microsoft | US5949181045 | 8.19 | 411.46 | +0.73% | |
Amazon.com | US0231351067 | 8.08 | 199.50 | +1.90% | |
Alphabet A | US02079K3059 | 6.09 | 169.76 | +0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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