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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1011 | 1147 | 1262 | 1652 | 2437 |
Fund Return | 3.02% | 1.13% | 14.68% | 8.08% | 10.56% | 9.32% |
Place in category | 1032 | 1053 | 992 | 579 | 556 | 451 |
% in Category | 82 | 86 | 85 | 53 | 54 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.54B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Comcast | US20030N1019 | 2.95 | 36.24 | -0.47% | |
Shell ADR | US7802593050 | 2.86 | 66.70 | -2.46% | |
J&J | US4781601046 | 2.85 | 162.30 | +1.64% | |
U.S. Bancorp | US9029733048 | 2.52 | 45.87 | -1.90% | |
Wells Fargo&Co | US9497461015 | 2.33 | 77.50 | -1.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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