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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 984 | 1186 | 1376 | 2028 | 2498 |
Fund Return | 4.31% | -1.65% | 18.6% | 11.23% | 15.19% | 9.59% |
Place in category | 737 | 642 | 136 | 102 | 147 | 247 |
% in Category | 58 | 52 | 16 | 12 | 17 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.53B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.54 | 70.84 | -0.01% | |
Exxon Mobil | US30231G1022 | 2.37 | 113.76 | +1.66% | |
Allison Transmission | US01973R1014 | 2.04 | 97.30 | +1.22% | |
Norfolk Southern | US6558441084 | 2.03 | 234.39 | +0.90% | |
Westinghouse Air Brake | US9297401088 | 2.00 | 181.81 | +1.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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