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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1155 | 1155 | 1458 | 1350 | 2687 | 5374 |
Fund Return | 15.46% | 15.46% | 45.79% | 10.53% | 21.85% | 18.31% |
Place in category | 141 | 141 | 106 | 304 | 5 | 3 |
% in Category | 12 | 12 | 10 | 31 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 118.35B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 10.73B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 59.85B | 11.57 | 11.66 | 12.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 132.95B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 53.1B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 15.97 | 858.11 | +3.34% | |
Apple | US0378331005 | 9.15 | 173.18 | +2.29% | |
Microsoft | US5949181045 | 7.45 | 397.84 | +0.73% | |
Amazon.com | US0231351067 | 6.49 | 184.72 | +3.20% | |
Alphabet A | US02079K3059 | 3.79 | 166.62 | +1.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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