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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 985 | 964 | 1030 | - | - | - |
| Fund Return | -1.47% | -3.56% | 3.02% | - | - | - |
| Place in category | 557 | 389 | 540 | - | - | - |
| % in Category | 49 | 33 | 50 | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 736.94B | 17.79 | 20.56 | 14.62 | ||
| Fidelity Contrafund | 163.06B | 19.77 | 28.86 | 16.49 | ||
| Fidelity Total Market Index Instl b | 122.54B | 17.06 | 19.85 | 14.00 | ||
| Fidelity Blue Chip Growth | 73.54B | 18.41 | 32.53 | 19.30 | ||
| Fidelity Growth Company | 73.1B | 22.88 | 31.32 | 20.41 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.64B | 17.81 | 16.55 | 13.05 | ||
| Dodge & Cox Stock | 68.4B | 11.60 | 12.72 | 12.29 | ||
| Vanguard Equity-Income Adm | 57.9B | 17.02 | 11.85 | 11.57 | ||
| Vanguard Windsor II Admiral | 52.02B | 16.96 | 15.43 | 12.26 | ||
| American Funds Washington Mutual R6 | 46.73B | 18.13 | 16.90 | 13.38 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | - | 2.80 | - | - | |
| Berkshire Hathaway Inc B | - | 2.78 | - | - | |
| Exxon Mobil Corp | - | 2.54 | - | - | |
| Johnson & Johnson | - | 2.44 | - | - | |
| Pfizer Inc | - | 2.02 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Strong Buy |
| Technical Indicators | Strong Buy | Sell | Strong Buy |
| Summary | Strong Buy | Neutral | Strong Buy |
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