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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1102 | 1034 | 1277 | 1250 | 2004 | 3114 |
Fund Return | 10.19% | 3.37% | 27.73% | 7.73% | 14.91% | 12.03% |
Place in category | 848 | 816 | 650 | 767 | 528 | 282 |
% in Category | 54 | 54 | 46 | 58 | 47 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 | ||
Fidelity Blue Chip Growth | 53.49B | 20.08 | 9.54 | 17.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.93 | 423.85 | -0.16% | |
Apple | US0378331005 | 5.07 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 4.38 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 3.28 | 184.30 | -0.38% | |
Alphabet A | US02079K3059 | 1.97 | 174.45 | -1.29% |
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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