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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1171 | 1171 | 1369 | 1261 | 1912 | 2778 |
Fund Return | 17.13% | 17.13% | 36.93% | 8.05% | 13.84% | 10.76% |
Place in category | 16 | 16 | 21 | 38 | 29 | 29 |
% in Category | 5 | 5 | 6 | 14 | 12 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
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 New Perspective A | 58.08B | 8.41 | 4.89 | 10.62 | ||
American Funds New Perspective R6 | 33.3B | 8.49 | 5.22 | 10.96 | ||
Old Westbury Large Cap Strategies | 23.22B | 10.14 | 5.16 | 7.56 | ||
American Funds New Perspective F2 | 17.16B | 8.45 | 5.11 | 10.85 | ||
American Funds New Economy A | 15.77B | 10.91 | 3.83 | 10.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.17 | 877.35 | +6.18% | |
Microsoft | US5949181045 | 5.48 | 406.32 | +1.82% | |
Meta Platforms | US30303M1027 | 5.20 | 443.29 | +0.43% | |
Amazon.com | US0231351067 | 4.42 | 179.62 | +3.43% | |
Eli Lilly | US5324571083 | 3.71 | 732.80 | +1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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