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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1142 | 1142 | 1366 | 1375 | 2206 | 3404 |
Fund Return | 14.16% | 14.16% | 36.58% | 11.19% | 17.14% | 13.03% |
Place in category | 296 | 296 | 722 | 209 | 182 | 497 |
% in Category | 23 | 23 | 56 | 24 | 21 | 61 |
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 | 132.95B | 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 | 53.1B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.05 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 6.08 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 3.71 | 186.24 | +0.82% | |
Uber Tech | US90353T1007 | 3.62 | 69.23 | +0.96% | |
Boston Scientific | US1011371077 | 2.67 | 72.86 | +1.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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