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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 | 1250 | 1075 | 1308 | 1668 | 1760 | 3287 |
| Fund Return | 24.96% | 7.49% | 30.77% | 18.59% | 11.96% | 12.64% |
| Place in category | 37 | 132 | 43 | 76 | 59 | 29 |
| % in Category | 10 | 36 | 11 | 22 | 19 | 11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 859.16B | 13.13 | 21.03 | 15.36 | ||
| Fidelity Contrafund | 164.18B | 10.64 | 25.51 | 17.63 | ||
| Fidelity Total Market Index Instl b | 142.22B | 13.47 | 20.67 | 14.80 | ||
| Fidelity Growth Company | 88.79B | 22.88 | 30.83 | 22.93 | ||
| Fidelity International Index Inst | 88.45B | 13.82 | 18.48 | 9.68 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Admira | 14.76B | 17.63 | 16.94 | 10.68 | ||
| JHancock Disciplined Value Mid Cap | 14.61B | 15.91 | 15.23 | 10.86 | ||
| Bridge Builder Small/Mid Cap Value | 10.46B | 17.00 | 15.74 | 10.21 | ||
| MFS Mid Cap Value R6 | 9.48B | 16.06 | 14.54 | 10.66 | ||
| Victory Sycamore Established Value6 | 9.16B | 15.51 | 11.25 | 11.08 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Western Digital | - | 2.22 | 462.56 | +1.78% | |
| Xcel Energy | - | 1.13 | 70.55 | +0.10% | |
| Welltower | - | 1.11 | 226.94 | -1.43% | |
| PG E | - | 1.04 | 12.17 | -0.65% | |
| Iron Mountain | - | 1.01 | 111.13 | +0.16% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Neutral | Buy |
| Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
| Summary | Strong Sell | Sell | Strong Buy |
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