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The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 2Q18 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1063 | 1302 | 1463 | 1873 | 2887 |
Fund Return | 3.67% | 6.28% | 30.23% | 13.52% | 13.38% | 11.19% |
Place in category | 426 | 538 | 72 | 93 | 747 | 716 |
% in Category | 30 | 39 | 6 | 7 | 64 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 144.79B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 12.75B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 106.34B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 61.8B | 2.25 | 15.58 | 18.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 7.06 | 167.01 | -1.92% | |
NVIDIA | US67066G1040 | 6.83 | 114.06 | -8.69% | |
Microsoft | US5949181045 | 6.43 | 388.49 | -2.14% | |
Meta Platforms | US30303M1027 | 4.84 | 655.05 | -1.97% | |
Broadcom | US11135F1012 | 3.44 | 187.37 | -6.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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