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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 967 | 1091 | 1125 | 1541 | 2216 |
Fund Return | 9.1% | -3.25% | 9.1% | 4.01% | 9.04% | 8.28% |
Place in category | 1074 | 1021 | 1074 | 919 | 580 | 499 |
% in Category | 92 | 85 | 92 | 83 | 56 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 147.82B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 13.13B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 108.28B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 68.75B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.8B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 4.08 | 109.96 | +2.68% | |
JPMorgan | US46625H1005 | 3.49 | 267.94 | +0.42% | |
Travelers | US89417E1091 | 2.87 | 244.06 | -0.22% | |
Chubb | CH0044328745 | 2.85 | 272.23 | -0.62% | |
UnitedHealth | US91324P1021 | 2.80 | 545.45 | -0.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Neutral | Strong Sell | BUY |
Summary | Sell | Sell | Buy |
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