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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 | 1163 | 1057 | 1357 | 1759 | 1634 | 3160 |
| Fund Return | 16.26% | 5.74% | 35.72% | 20.7% | 10.32% | 12.19% |
| Place in category | 42 | 85 | 40 | 49 | 59 | 34 |
| % in Category | 9 | 20 | 9 | 14 | 18 | 14 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 791.7B | 11.26 | 23.59 | 15.63 | ||
| Fidelity Contrafund | 159.67B | 8.04 | 28.30 | 17.72 | ||
| Fidelity Total Market Index Instl b | 131.69B | 11.51 | 23.30 | 15.10 | ||
| Fidelity Growth Company | 82.16B | 22.77 | 34.68 | 23.51 | ||
| Fidelity International Index Inst | 81.53B | 9.49 | 18.25 | 9.48 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Admira | 14.29B | 10.24 | 17.60 | 10.56 | ||
| JHancock Disciplined Value Mid Cap | 14.34B | 6.22 | 15.67 | 10.39 | ||
| Bridge Builder Small/Mid Cap Value | 11.24 | 17.27 | 10.19 | |||
| Victory Sycamore Established Value6 | 9.39B | 10.07 | 12.53 | 11.02 | ||
| MFS Mid Cap Value R6 | 9.48B | 8.10 | 14.98 | 10.26 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Western Digital | - | 3.04 | 578.05 | +5.04% | |
| SanDisk | - | 1.43 | 1,858.27 | +7.59% | |
| PG E | - | 1.28 | 17.18 | +0.76% | |
| Iron Mountain | - | 1.18 | 119.48 | +3.48% | |
| SS&Cs | - | 0.97 | 66.75 | +2.03% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Strong Buy | Buy |
| Technical Indicators | BUY | Strong Buy | Strong Buy |
| Summary | Buy | Strong Buy | Strong Buy |
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