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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 916 | 1021 | 1676 | 1957 | 1347 |
Fund Return | 5.15% | -8.38% | 2.06% | 18.78% | 14.37% | 3.02% |
Place in category | 5 | 6 | 5 | 3 | 3 | 3 |
% in Category | 42 | 68 | 62 | 16 | 38 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Energy Adm | 3.93B | 13.13 | 15.32 | 1.88 | ||
Fidelity Select Energy | 2.41B | 5.40 | 19.02 | 3.22 | ||
Vanguard Energy Inv | 1.85B | 13.05 | 15.23 | 1.80 | ||
Vanguard Energy Index Adm | 1.77B | 7.94 | 19.40 | 3.49 | ||
JNL/Mellon Capital OilGas Sector Fa | 1.9B | 8.06 | 18.79 | 2.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 26.60 | 121.79 | -0.11% | |
Cenovus Energy Inc | CA15135U1093 | 5.56 | 22.62 | -0.09% | |
Chevron | US1667641005 | 5.22 | 162.36 | +0.45% | |
Schlumberger | AN8068571086 | 5.01 | 44.23 | +0.39% | |
Marathon Petroleum | US56585A1025 | 4.75 | 158.48 | -0.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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