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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1103 | 965 | 1157 | 1019 | 1387 | 1803 |
Fund Return | 10.25% | -3.52% | 15.71% | 0.64% | 6.76% | 6.07% |
Place in category | 121 | 217 | 131 | 123 | 90 | 82 |
% in Category | 34 | 56 | 37 | 36 | 34 | 44 |
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 | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 37.89 | 9.30 | 17.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 65.28B | 9.02 | -0.03 | 5.63 | ||
Vanguard International Growth Adm | 38.11B | 13.29 | -3.86 | 8.54 | ||
American Funds Europacific Growth A | 19.91B | 8.10 | -2.30 | 5.41 | ||
American Funds Europacific Growth F | 19.58B | 8.93 | -0.14 | 5.52 | ||
WCM Focused International Growth I | 17.67B | 11.25 | -2.61 | 9.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML ADR | USN070592100 | 3.21 | 714.43 | +1.30% | |
Hitachi | JP3788600009 | 2.83 | 4,117.0 | +2.41% | |
Novo Nordisk B | DK0062498333 | 2.72 | 790.3 | +1.00% | |
SAP | DE0007164600 | 2.20 | 238.600 | -0.60% | |
Taiwan Semiconductor | US8740391003 | 2.12 | 194.60 | +1.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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