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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1143 | 1030 | 1192 | 1335 | 1522 | 2088 |
Fund Return | 14.32% | 3.02% | 19.16% | 10.12% | 8.76% | 7.64% |
Place in category | 1117 | 1118 | 1135 | 660 | 914 | 726 |
% in Category | 96 | 95 | 97 | 62 | 88 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 107.41B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 66.2B | 37.89 | 9.30 | 17.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.4B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 5.83 | 505.86 | -0.38% | |
Comcast | US20030N1019 | 5.22 | 37.53 | +0.37% | |
Cigna | US1255231003 | 4.32 | 276.14 | +0.36% | |
Gen Digital | US6687711084 | 4.05 | 27.38 | 0.00% | |
Kenvue | US49177J1025 | 4.01 | 21.35 | +0.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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