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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1011 | 1111 | 1093 | 1242 | 1693 |
Fund Return | 3.27% | 1.12% | 11.07% | 3% | 4.42% | 5.41% |
Place in category | 132 | 69 | 343 | 642 | 612 | 395 |
% in Category | 16 | 6 | 43 | 93 | 98 | 83 |
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% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.21B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.03 | 7.26 | 8.46 | ||
American Funds American Balanced R6 | 55.48B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced K | 42.26B | 1.39 | 7.80 | 9.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Equity Lifestyle | US29472R1086 | 1.73 | 67.80 | -1.24% | |
Equinix | US29444U7000 | 1.62 | 836.24 | +0.68% | |
Prologis | US74340W1036 | 1.62 | 117.18 | -0.59% | |
American Tower | US03027X1000 | 1.61 | 209.78 | -1.54% | |
Welltower | US95040Q1040 | 1.31 | 147.29 | +0.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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