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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1193 | 1054 | 1404 | 1341 | 2080 | 3412 |
Fund Return | 19.32% | 5.41% | 40.38% | 10.27% | 15.78% | 13.06% |
Place in category | 39 | 49 | 40 | 113 | 488 | 456 |
% in Category | 5 | 6 | 5 | 15 | 48 | 57 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 10.18 | 506.63 | +0.49% | |
Microsoft | US5949181045 | 7.42 | 448.37 | +1.31% | |
NVIDIA | US67066G1040 | 7.16 | 130.98 | -0.68% | |
Alphabet A | US02079K3059 | 6.18 | 177.24 | +0.25% | |
Amazon.com | US0231351067 | 5.39 | 184.06 | +0.22% |
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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