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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1173 | 1173 | 1439 | 1400 | 2385 | 4224 |
Fund Return | 17.3% | 17.3% | 43.94% | 11.87% | 18.99% | 15.5% |
Place in category | 42 | 42 | 200 | 127 | 61 | 90 |
% in Category | 4 | 4 | 18 | 17 | 8 | 13 |
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 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.25B | 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 | 54.2B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.64 | 406.32 | +1.82% | |
NVIDIA | US67066G1040 | 9.96 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 7.96 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 5.73 | 443.29 | +0.43% | |
Apple | US0378331005 | 4.58 | 169.30 | -0.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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