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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1276 | 999 | 1276 | 1185 | 1839 | 3022 |
Fund Return | 27.61% | -0.08% | 27.61% | 5.81% | 12.96% | 11.69% |
Place in category | 29 | 114 | 29 | 34 | 27 | 17 |
% in Category | 11 | 35 | 11 | 12 | 12 | 13 |
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% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 61.78B | 16.79 | 2.57 | 11.12 | ||
American Funds New Perspective R6 | 38.2B | 17.16 | 2.90 | 11.47 | ||
Old Westbury Large Cap Strategies | 24.78B | 20.86 | 4.06 | 8.00 | ||
American Funds New Perspective F2 | 19.22B | 17.01 | 2.79 | 11.35 | ||
American Funds New Economy A | 17.71B | 23.66 | 3.93 | 11.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.54 | 137.71 | +3.10% | |
Meta Platforms | US30303M1027 | 4.03 | 612.77 | +0.24% | |
Microsoft | US5949181045 | 3.70 | 429.03 | +1.05% | |
Amazon.com | US0231351067 | 3.50 | 225.94 | +2.39% | |
Modine Manufacturing | US6078281002 | 3.31 | 132.80 | +0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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