Please try another search
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 | 1032 | 1032 | 1215 | 1497 | 1577 | 2906 |
| Fund Return | 3.19% | 3.19% | 21.5% | 14.39% | 9.54% | 11.26% |
| Place in category | 160 | 160 | 66 | 75 | 82 | 35 |
| % in Category | 43 | 43 | 14 | 21 | 30 | 15 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 714.93B | -4.34 | 18.30 | 14.15 | ||
| Fidelity Contrafund | 145.88B | -5.39 | 25.10 | 16.39 | ||
| Fidelity Total Market Index Instl b | 118.93B | -3.98 | 17.86 | 13.66 | ||
| Fidelity International Index Inst | 76.67B | 0.95 | 14.60 | 8.82 | ||
| Fidelity Growth Company | 71.39B | -2.70 | 27.95 | 21.05 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Admira | 13.44B | 4.51 | 13.73 | 10.24 | ||
| JHancock Disciplined Value Mid Cap | 14.13B | 1.16 | 12.61 | 10.35 | ||
| Victory Sycamore Established Value6 | 9.52B | 4.71 | 8.73 | 11.02 | ||
| Bridge Builder Small/Mid Cap Value | 9.75B | 2.45 | 12.53 | 9.65 | ||
| MFS Mid Cap Value R6 | 9.13B | 1.12 | 11.31 | 9.86 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Western Digital | - | 2.27 | 403.24 | +3.63% | |
| PG E | - | 1.30 | 16.81 | -0.44% | |
| Eversource Energy | - | 1.04 | 68.74 | +2.52% | |
| Iron Mountain | - | 1.03 | 116.14 | -0.93% | |
| Targa Resources | - | 0.85 | 240.01 | +1.39% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review