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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 996 | 841 | 1346 | 1658 | 3440 |
Fund Return | 8.78% | -0.43% | -15.88% | 10.41% | 10.65% | 13.15% |
Place in category | 235 | 455 | 743 | 327 | 187 | 164 |
% in Category | 21 | 37 | 64 | 37 | 21 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 516.69B | 4.41 | 11.70 | - | ||
Vanguard 500 Index Admiral | 379.67B | 3.68 | 12.11 | 12.21 | ||
Vanguard Total Stock Market Admiral | 286.41B | 4.40 | 11.67 | 11.82 | ||
Vanguard Total Intl Stock Index Inv | 164.53B | 3.90 | 5.30 | 4.18 | ||
Vanguard Institutional Idx Instl Pl | 132.61B | 3.69 | 12.14 | 12.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Contrafund K | 128.94B | 5.37 | 9.14 | 12.50 | ||
Fidelity Contrafund | 128.94B | 5.30 | 9.05 | 12.40 | ||
American Funds Growth Fund Amer A | 99.6B | 7.64 | 8.65 | 11.84 | ||
American Funds Growth Fund of Amer | 35.15B | 7.68 | 8.99 | 12.20 | ||
Fidelity Blue Chip Growth | 34.54B | 11.74 | 12.10 | 15.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 12.59 | 157.40 | +1.55% | |
Microsoft | US5949181045 | 10.67 | 272.23 | -2.58% | |
Amazon.com | US0231351067 | 5.16 | 97.71 | -1.25% | |
Alphabet A | US02079K3059 | 3.41 | 101.22 | -0.39% | |
Alphabet C | US02079K1079 | 2.98 | 101.93 | -0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Sell |
Summary | Buy | Strong Buy | Neutral |
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