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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1442 | 1227 | 1582 | 1552 | 2646 | 3738 |
Fund Return | 44.25% | 22.68% | 58.24% | 15.79% | 21.48% | 14.09% |
Place in category | 5 | 2 | 8 | 6 | 2 | 3 |
% in Category | 8 | 2 | 13 | 9 | 3 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 107.41B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 66.2B | 37.89 | 9.30 | 17.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.62B | 38.32 | 13.06 | 11.39 | ||
T. Rowe Price Financial Services | 1.07B | 38.98 | 14.14 | 13.02 | ||
Fidelity Select Insurance Port | 1.02B | 39.19 | 21.71 | 13.69 | ||
Fidelity Select Financial Services | 1.01B | 40.94 | 15.65 | 12.01 | ||
Vanguard Financials Index Adm | 1.01B | 38.54 | 12.57 | 12.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Moody’s | US6153691059 | 7.91 | 476.76 | -0.92% | |
KKR & Co | US48251W1045 | 6.21 | 149.86 | -1.74% | |
Blue Owl Capital | US09581B1035 | 5.76 | 23.61 | -1.71% | |
Blackstone | US09260D1072 | 5.44 | 174.01 | -1.39% | |
Ares Management | US03990B1017 | 5.21 | 179.50 | -1.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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