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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1051 | 1254 | 1278 | 1663 | 3361 |
Fund Return | 4.15% | 5.08% | 25.4% | 8.53% | 10.71% | 12.89% |
Place in category | 245 | 414 | 126 | 53 | 125 | 28 |
% in Category | 39 | 77 | 23 | 13 | 30 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 19.67B | 4.46 | 5.77 | 11.04 | ||
Vanguard Small Cap Growth Index Adm | 15.16B | 4.24 | 6.51 | 9.63 | ||
Neuberger Berman Genesis R6 | 4.68B | 1.30 | 5.08 | 10.30 | ||
T. Rowe Price Instl Small-Cap Stock | 4.6B | 2.53 | 4.96 | 10.39 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.65B | 4.09 | 7.84 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
FTAI Aviation | KYG3730V1059 | 1.68 | 112.84 | -5.02% | |
Applied Industrial Technologies | US03820C1053 | 1.36 | 262.24 | -2.05% | |
Wix.Com Ltd | IL0011301780 | 1.32 | 220.31 | -1.11% | |
Carpenter Technology | US1442851036 | 1.11 | 187.94 | -1.13% | |
ExlServices | US3020811044 | 1.11 | 51.40 | -0.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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