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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1159 | 1006 | 1159 | 1152 | 1666 | 2479 |
Fund Return | 15.94% | 0.56% | 15.94% | 4.82% | 10.75% | 9.5% |
Place in category | 60 | 69 | 60 | 73 | 13 | 18 |
% in Category | 12 | 16 | 12 | 13 | 3 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.98B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 55.66B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced C | 42.26B | 14.80 | 3.78 | 8.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.37 | 424.58 | -0.41% | |
NVIDIA | US67066G1040 | 4.54 | 133.57 | -1.96% | |
Apple | US0378331005 | 3.35 | 228.26 | -4.04% | |
Amazon.com | US0231351067 | 2.66 | 220.66 | -1.20% | |
Meta Platforms | US30303M1027 | 2.02 | 611.30 | -0.94% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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