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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1183 | 1024 | 1257 | 1182 | 2065 | 2416 |
Fund Return | 18.3% | 2.41% | 25.73% | 5.73% | 15.61% | 9.22% |
Place in category | 711 | 1439 | 756 | 1097 | 341 | 820 |
% in Category | 46 | 97 | 51 | 83 | 31 | 92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Fidelity Total Market Index Instl b | 98.68B | 18.18 | 7.72 | 12.30 | ||
Fidelity Blue Chip Growth | 60.6B | 24.93 | 6.91 | 17.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.01 | 119.10 | -0.03% | |
Meta Platforms | US30303M1027 | 3.97 | 524.62 | -0.19% | |
Arthur J Gallagher | US3635761097 | 3.71 | 297.39 | +0.27% | |
Microsoft | US5949181045 | 3.23 | 430.59 | +0.84% | |
Vistra Energy | US92840M1027 | 3.08 | 85.55 | +6.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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