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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 997 | 966 | 1133 | 1360 | 1957 | 2859 |
Fund Return | -0.26% | -3.38% | 13.32% | 10.8% | 14.37% | 11.08% |
Place in category | 308 | 305 | 124 | 43 | 33 | 30 |
% in Category | 88 | 86 | 31 | 15 | 14 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 58.72B | 3.37 | 8.42 | 10.93 | ||
American Funds New Perspective R6 | 36.51B | 3.41 | 8.77 | 11.28 | ||
Old Westbury Large Cap Strategies | 23.44B | 1.66 | 8.32 | 7.74 | ||
American Funds New Perspective F2 | 18.51B | 3.41 | 8.66 | 11.16 | ||
American Funds New Economy A | 16B | 1.28 | 9.87 | 10.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.79 | 586.00 | +1.67% | |
Amazon.com | US0231351067 | 4.87 | 192.11 | +0.97% | |
NVIDIA | US67066G1040 | 4.32 | 110.15 | +1.63% | |
Alphabet A | US02079K3059 | 3.65 | 157.07 | +1.57% | |
Eli Lilly | US5324571083 | 3.24 | 805.23 | -2.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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