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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1270 | 1093 | 1420 | 1303 | 2686 | 5128 |
Fund Return | 26.97% | 9.25% | 42.04% | 9.22% | 21.85% | 17.76% |
Place in category | 42 | 94 | 14 | 267 | 11 | 18 |
% in Category | 4 | 8 | 2 | 29 | 2 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 561.29B | 15.28 | 10.00 | 12.85 | ||
Fidelity Contrafund | 128.94B | 25.63 | 10.92 | 14.93 | ||
Fidelity Contrafund K | 128.94B | 25.68 | 10.99 | 15.03 | ||
Fidelity Total Market Index Instl b | 94.94B | 13.61 | 7.93 | 12.09 | ||
Strategic Advisers Core | 64.48B | 16.17 | 10.10 | 12.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.79B | 16.80 | 6.08 | 12.95 | ||
Fidelity Contrafund | 128.94B | 25.63 | 10.92 | 14.93 | ||
Fidelity Contrafund K | 128.94B | 25.68 | 10.99 | 15.03 | ||
Vanguard Growth Index Adm | 82.08B | 20.50 | 9.90 | 15.33 | ||
JPMorgan Large Cap Growth R6 | 58.8B | 24.37 | 10.94 | 17.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 13.86 | 113.06 | +0.69% | |
Microsoft | US5949181045 | 8.60 | 425.27 | +1.64% | |
Amazon.com | US0231351067 | 8.08 | 182.50 | +1.47% | |
Apple | US0378331005 | 7.98 | 217.96 | +0.22% | |
Alphabet A | US02079K3059 | 6.52 | 167.00 | -0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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