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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1066 | 1263 | 1379 | 1969 | 3442 |
Fund Return | 3.06% | 6.62% | 26.27% | 11.3% | 14.52% | 13.16% |
Place in category | 774 | 367 | 392 | 550 | 491 | 256 |
% in Category | 56 | 27 | 30 | 43 | 44 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 | ||
Fidelity Growth Company | 60.78B | 1.36 | 15.14 | 19.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.60 | 244.60 | +1.27% | |
NVIDIA | US67066G1040 | 5.75 | 138.85 | +2.63% | |
Microsoft | US5949181045 | 5.47 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 3.58 | 228.68 | -0.73% | |
Meta Platforms | US30303M1027 | 2.23 | 736.67 | +1.11% |
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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