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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1254 | 1036 | 1435 | 1161 | 1941 | 2947 |
Fund Return | 25.36% | 3.59% | 43.51% | 5.09% | 14.18% | 11.42% |
Place in category | 20 | 91 | 34 | 43 | 24 | 17 |
% in Category | 5 | 27 | 11 | 15 | 12 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
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% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.92B | 14.97 | 1.86 | 11.03 | ||
American Funds New Perspective R6 | 37.69B | 15.27 | 2.19 | 11.38 | ||
Old Westbury Large Cap Strategies | 25.23B | 18.38 | 3.34 | 7.90 | ||
American Funds New Perspective F2 | 18.7B | 15.15 | 2.08 | 11.26 | ||
American Funds New Economy A | 17.44B | 20.68 | 2.32 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.13 | 563.09 | -0.43% | |
Apple | US0378331005 | 5.11 | 228.52 | -0.21% | |
Microsoft | US5949181045 | 4.70 | 412.87 | -0.43% | |
NVIDIA | US67066G1040 | 4.50 | 146.67 | +0.53% | |
Modine Manufacturing | US6078281002 | 3.94 | 140.49 | +5.12% |
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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