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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1074 | 1084 | 1441 | 1543 | 2856 |
Fund Return | 2.99% | 7.38% | 8.45% | 12.95% | 9.06% | 11.07% |
Place in category | 394 | 393 | 191 | 141 | 221 | 109 |
% in Category | 81 | 87 | 49 | 38 | 69 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.5M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.27B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.71M | 11.14 | 14.28 | 15.54 | ||
Fidelity Index US Fund P Accumulati | 3.63B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 109.68M | 6.60 | 11.91 | 10.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.15B | 9.66 | 12.93 | 12.65 | ||
US Stock Fund A GBP | 2.98B | 9.39 | 12.67 | 13.65 | ||
US Stock Fund GBP Inc | 2.98B | 9.36 | 12.67 | 13.66 | ||
MFSM US Value Fund I1 GBP | 1.9B | 5.11 | 11.87 | 11.29 | ||
Fidelity American Special Situatiow | 561.22M | 8.56 | 12.93 | 12.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
McKesson | US58155Q1031 | 4.22 | 543.37 | +0.64% | |
Wells Fargo&Co | US9497461015 | 4.13 | 59.90 | -0.05% | |
Alphabet A | US02079K3059 | 4.01 | 171.95 | +10.22% | |
Elevance Health | US0367521038 | 3.85 | 537.37 | -0.43% | |
Salesforce Inc | US79466L3024 | 3.79 | 274.21 | +0.39% |
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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