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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1151 | 1462 | 1129 | 2268 | 4912 |
Fund Return | 15.06% | 15.06% | 46.25% | 4.14% | 17.79% | 17.25% |
Place in category | 192 | 192 | 85 | 947 | 116 | 20 |
% in Category | 16 | 16 | 9 | 86 | 14 | 4 |
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 | 131.95B | 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 | 54.17B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 10.29 | 830.03 | -3.93% | |
Microsoft | US5949181045 | 9.91 | 395.12 | +1.49% | |
Meta Platforms | US30303M1027 | 6.33 | 439.10 | +2.08% | |
Amazon.com | US0231351067 | 5.18 | 178.86 | +2.21% | |
Alphabet C | US02079K1079 | 3.93 | 165.56 | +0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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