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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1125 | 968 | 1125 | 1242 | 1545 | 2288 |
Fund Return | 12.47% | -3.17% | 12.47% | 7.48% | 9.09% | 8.63% |
Place in category | 784 | 1011 | 784 | 281 | 570 | 403 |
% in Category | 70 | 84 | 70 | 29 | 55 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Comcast | US20030N1019 | 3.04 | 36.58 | +0.74% | |
J&J | US4781601046 | 2.68 | 147.03 | -0.50% | |
Shell ADR | US7802593050 | 2.67 | 66.72 | +0.41% | |
U.S. Bancorp | US9029733048 | 2.61 | 48.36 | +0.69% | |
M&T Bank | US55261F1049 | 2.49 | 196.76 | +0.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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