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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 | 1219 | 1181 | 1355 | 1688 | 1733 | 3379 |
| Fund Return | 21.92% | 18.14% | 35.54% | 19.08% | 11.63% | 12.95% |
| Place in category | 32 | 24 | 35 | 47 | 53 | 30 |
| % in Category | 5 | 5 | 6 | 13 | 15 | 12 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 827.51B | 10.20 | 20.60 | 15.49 | ||
| Fidelity Contrafund | 166.5B | 10.43 | 26.73 | 18.16 | ||
| Fidelity Total Market Index Instl b | 138.38B | 11.11 | 20.46 | 15.04 | ||
| Fidelity Growth Company | 89.71B | 23.38 | 32.11 | 23.85 | ||
| Fidelity International Index Inst | 84.56B | 10.08 | 16.73 | 9.83 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Admira | 14.29B | 12.58 | 15.14 | 10.76 | ||
| JHancock Disciplined Value Mid Cap | 14.47B | 10.96 | 13.88 | 11.01 | ||
| Bridge Builder Small/Mid Cap Value | 10.41B | 16.86 | 15.99 | 10.88 | ||
| Victory Sycamore Established Value6 | 9.25B | 14.81 | 11.30 | 11.48 | ||
| MFS Mid Cap Value R6 | 9.54B | 13.02 | 13.47 | 10.86 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Western Digital | - | 3.49 | 544.84 | +2.21% | |
| SanDisk | - | 2.02 | 1,214.83 | -5.09% | |
| ON Semiconductor | - | 1.94 | 81.61 | -2.54% | |
| PG E | - | 1.25 | 17.38 | -2.25% | |
| Imperial Oil | - | 1.16 | 181.75 | +0.50% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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