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Since 2020, momentum investing has generated significantly better returns than other strategies. Such is not surprising, given the massive amounts of stimulus injected into the...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 984 | 1104 | 1201 | 1777 | 2426 |
Fund Return | 10.4% | -1.59% | 10.4% | 6.29% | 12.18% | 9.27% |
Place in category | 251 | 204 | 251 | 81 | 29 | 38 |
% in Category | 62 | 47 | 62 | 28 | 10 | 15 |
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% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.62B | 7.09 | 4.88 | 8.68 | ||
JHancock Disciplined Value Mid Cap | 14.27B | 10.31 | 6.13 | 9.27 | ||
Vanguard Mid-Cap Value Index Admira | 13.87B | 14.03 | 4.85 | 8.50 | ||
Victory Sycamore Established Value6 | 10.24B | 10.24 | 5.86 | 10.80 | ||
MFS Mid Cap Value R6 | 9.27B | 14.11 | 5.59 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vistra Energy | US92840M1027 | 1.41 | 162.13 | +-2.76% | |
PG E | US69331C1080 | 1.26 | 16.22 | -5.53% | |
Global Payments | US37940X1028 | 0.92 | 106.82 | +1.05% | |
Smurfit Westrock | IE00028FXN24 | 0.90 | 4,238.0 | -0.05% | |
Ventas | US92276F1003 | 0.85 | 58.00 | +1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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