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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1093 | 1289 | 1358 | 1989 | 2586 |
Fund Return | 9.33% | 9.33% | 28.93% | 10.74% | 14.74% | 9.97% |
Place in category | 103 | 103 | 35 | 45 | 21 | 23 |
% in Category | 24 | 24 | 10 | 15 | 7 | 9 |
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% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 25.27B | 8.30 | 8.47 | 9.39 | ||
JHancock Disciplined Value Mid Cap | 13.91B | 9.10 | 9.73 | 10.12 | ||
Vanguard Mid-Cap Value Index Admira | 12.54B | 8.12 | 7.37 | 8.93 | ||
Victory Sycamore Established Value6 | 10.01B | 9.24 | 10.04 | 11.66 | ||
MFS Mid Cap Value R6 | 9.2B | 8.96 | 9.09 | 9.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Constellation Energy | US21037T1097 | 1.75 | 194.86 | +4.66% | |
Global Payments | US37940X1028 | 1.10 | 111.37 | +0.75% | |
PG E | US69331C1080 | 1.01 | 17.57 | +0.23% | |
Apollo Global Management A | US03769M1062 | 1.00 | 109.46 | -2.33% | |
Antero Resources Corp | US03674X1063 | 0.98 | 33.14 | +1.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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