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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1181 | 1002 | 1181 | 1300 | 1720 | 2433 |
Fund Return | 18.06% | 0.17% | 18.06% | 9.13% | 11.45% | 9.3% |
Place in category | 150 | 168 | 150 | 69 | 129 | 226 |
% in Category | 16 | 17 | 16 | 7 | 16 | 33 |
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 | 41.93B | 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 | 2.54 | 106.83 | -2.50% | |
Wells Fargo&Co | US9497461015 | 2.36 | 78.80 | -0.03% | |
Allison Transmission | US01973R1014 | 1.99 | 117.54 | -0.99% | |
Norfolk Southern | US6558441084 | 1.95 | 255.30 | -0.74% | |
UnitedHealth | US91324P1021 | 1.92 | 542.49 | -0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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