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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 974 | 1129 | 1281 | 1829 | 2346 |
Fund Return | 3.91% | -2.56% | 12.95% | 8.62% | 12.83% | 8.9% |
Place in category | 851 | 924 | 921 | 593 | 570 | 422 |
% in Category | 67 | 76 | 78 | 56 | 57 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.12B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 3.05 | 72.73 | -0.76% | |
U.S. Bancorp | US9029733048 | 2.63 | 42.23 | -2.31% | |
Wells Fargo&Co | US9497461015 | 2.56 | 70.70 | -2.19% | |
J&J | US4781601046 | 2.52 | 163.71 | +0.36% | |
Exxon Mobil | US30231G1022 | 2.45 | 117.72 | -0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Strong Buy | Neutral | Buy |
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