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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 966 | 1085 | 1101 | 1485 | 2109 |
Fund Return | 8.51% | -3.41% | 8.51% | 3.27% | 8.23% | 7.75% |
Place in category | 1087 | 1054 | 1087 | 984 | 748 | 626 |
% in Category | 94 | 88 | 94 | 90 | 74 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 55.74B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 51B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 40.03B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 39.97B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.95 | 106.54 | -0.36% | |
JPMorgan | US46625H1005 | 3.67 | 239.87 | -1.34% | |
Chubb | CH0044328745 | 2.93 | 257.71 | -3.35% | |
Travelers | US89417E1091 | 2.87 | 232.43 | -4.26% | |
UnitedHealth | US91324P1021 | 2.87 | 520.69 | -0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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