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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1052 | 1264 | 1208 | 1887 | 2481 |
Fund Return | 8.77% | 5.19% | 26.41% | 6.49% | 13.54% | 9.51% |
Place in category | 58 | 56 | 101 | 74 | 48 | 30 |
% in Category | 14 | 18 | 29 | 25 | 18 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 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 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 13.88B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 9.88B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.04B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 2.03 | - | - | |
Elevance Health Inc | - | 1.85 | - | - | |
Metro Inc | - | 1.49 | - | - | |
TotalEnergies SE ADR | - | 1.44 | - | - | |
UnitedHealth Group Inc | - | 1.38 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Buy |
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