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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1357 | 1115 | 1357 | 1430 | 2465 | 3451 |
Fund Return | 35.74% | 11.51% | 35.74% | 12.67% | 19.77% | 13.19% |
Place in category | 4 | 6 | 4 | 6 | 2 | 2 |
% in Category | 6 | 8 | 6 | 9 | 3 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.58B | 30.37 | 9.43 | 10.55 | ||
T. Rowe Price Financial Services | 1.06B | 30.86 | 10.24 | 12.13 | ||
Fidelity Select Financial Services | 975.93M | 32.80 | 11.77 | 11.33 | ||
Vanguard Financials Index Adm | 961.51M | 30.48 | 9.32 | 11.38 | ||
Fidelity Select Insurance Port | 944.66M | 28.42 | 16.06 | 12.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Moody’s | US6153691059 | 7.94 | 499.20 | +1.81% | |
KKR & Co | US48251W1045 | 6.00 | 166.87 | +0.34% | |
Blackstone | US09260D1072 | 5.08 | 177.78 | -4.10% | |
Blue Owl Capital | US09581B1035 | 5.02 | 25.81 | +0.66% | |
Charles Schwab | US8085131055 | 4.99 | 83.60 | +1.88% |
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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