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By Ross Kerber BOSTON (Reuters) - Funds run by Fidelity Investments sided with Tesla Inc (O:TSLA) management on director votes and other controversial items this spring, filings...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1082 | 1350 | 1527 | 2711 | 5785 |
Fund Return | 1.36% | 8.16% | 34.96% | 15.14% | 22.07% | 19.19% |
Place in category | 1107 | 691 | 198 | 86 | 9 | 7 |
% in Category | 97 | 59 | 19 | 11 | 2 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.84B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 69.69B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 15.69 | 134.43 | -4.05% | |
Apple | US0378331005 | 9.63 | 245.55 | -0.11% | |
Amazon.com | US0231351067 | 7.24 | 216.58 | -2.83% | |
Microsoft | US5949181045 | 6.97 | 408.21 | -1.90% | |
Alphabet A | US02079K3059 | 4.02 | 179.66 | -2.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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