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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1194 | 1048 | 1395 | 1359 | 2435 | 4252 |
Fund Return | 19.44% | 4.77% | 39.52% | 10.76% | 19.49% | 15.57% |
Place in category | 37 | 124 | 54 | 78 | 69 | 75 |
% in Category | 4 | 12 | 7 | 11 | 9 | 12 |
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 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.69B | 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 | ||
JPMorgan Large Cap Growth R6 | 58.61B | 16.65 | 10.03 | 17.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.45 | 423.85 | -0.16% | |
NVIDIA | US67066G1040 | 10.58 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 8.62 | 184.30 | -0.38% | |
Meta Platforms | US30303M1027 | 4.73 | 492.96 | -0.16% | |
Alphabet A | US02079K3059 | 4.12 | 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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