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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1114 | 1394 | 1440 | 2047 | 3311 |
Fund Return | 6.3% | 11.38% | 39.42% | 12.93% | 15.41% | 12.72% |
Place in category | 39 | 20 | 12 | 14 | 7 | 11 |
% in Category | 44 | 28 | 18 | 17 | 11 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 144.79B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 12.75B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 106.34B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 61.8B | 2.25 | 15.58 | 18.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.62B | 6.67 | 11.81 | 11.90 | ||
Fidelity Select Brokerage & Invmt | 1.48B | 7.73 | 17.18 | 14.98 | ||
T. Rowe Price Financial Services | 1.14B | 6.43 | 12.04 | 13.66 | ||
Vanguard Financials Index Adm | 1.06B | 6.59 | 11.88 | 12.73 | ||
Fidelity Select Insurance Port | 958.51M | 2.46 | 17.00 | 13.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 8.69 | 574.92 | -0.24% | |
Wells Fargo&Co | US9497461015 | 6.16 | 77.03 | -1.65% | |
Bank of America | US0605051046 | 4.98 | 45.56 | -1.17% | |
Citigroup | US1729674242 | 4.06 | 77.17 | -3.48% | |
Reinsurance of America | US7593516047 | 3.67 | 198.91 | -1.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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