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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1100 | 1294 | 1319 | 1946 | 3180 |
Fund Return | 10.05% | 10.05% | 29.41% | 9.66% | 14.25% | 12.27% |
Place in category | 919 | 919 | 630 | 827 | 519 | 289 |
% in Category | 58 | 58 | 44 | 62 | 47 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 | ||
Fidelity Blue Chip Growth | 55.46B | 16.22 | 9.82 | 17.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.19 | 409.06 | +0.37% | |
Apple | US0378331005 | 5.32 | 169.02 | +1.27% | |
NVIDIA | US67066G1040 | 3.94 | 796.77 | -3.33% | |
Amazon.com | US0231351067 | 3.24 | 176.59 | -1.64% | |
Meta Platforms | US30303M1027 | 2.19 | 493.50 | -0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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