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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1054 | 1219 | 1259 | 1687 | 2655 |
Fund Return | 4.23% | 5.44% | 21.94% | 7.97% | 11.02% | 10.26% |
Place in category | 182 | 153 | 108 | 182 | 163 | 47 |
% in Category | 38 | 37 | 26 | 50 | 55 | 28 |
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% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 65.01B | 4.44 | 7.18 | 10.24 | ||
Fidelity Extended Market Index Ins | 41.92B | 4.98 | 8.00 | 10.20 | ||
Vanguard Extended Market Index Inst | 36.36B | 4.99 | 8.01 | - | ||
Vanguard Extended Market Idx Adm | 26.66B | 4.98 | 7.97 | 10.20 | ||
Vanguard Mid Cap Index I | 24.31B | 4.43 | 7.19 | 10.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 1.29 | 101.35 | -4.63% | |
Applovin | US03831W1080 | 0.72 | 415.31 | -7.71% | |
Arthur J Gallagher | US3635761097 | 0.59 | 325.56 | +0.13% | |
Williams | US9694571004 | 0.56 | 57.44 | -1.73% | |
Hilton Worldwide | US43300A2033 | 0.50 | 259.49 | -3.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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