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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1239 | 1027 | 1239 | 1257 | 1908 | 3247 |
Fund Return | 23.88% | 2.71% | 23.88% | 7.94% | 13.8% | 12.5% |
Place in category | 570 | 256 | 570 | 611 | 484 | 248 |
% in Category | 41 | 20 | 41 | 47 | 42 | 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 Blue Chip Growth | 68.75B | 39.70 | 10.19 | 18.10 | ||
Fidelity Growth Company | 60.78B | 37.19 | 10.18 | 18.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.10 | 232.80 | +2.10% | |
NVIDIA | US67066G1040 | 5.75 | 118.65 | +1.71% | |
Microsoft | US5949181045 | 5.32 | 412.37 | +0.35% | |
Amazon.com | US0231351067 | 3.28 | 242.06 | +1.95% | |
Meta Platforms | US30303M1027 | 2.12 | 704.19 | +0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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