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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1199 | 1653 | 2040 | 3640 | 6465 |
Fund Return | 1.4% | 19.85% | 65.28% | 26.83% | 29.49% | 20.52% |
Place in category | 73 | 102 | 61 | 66 | 37 | 16 |
% in Category | 9 | 12 | 4 | 6 | 4 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 284.62B | -1.01 | 11.69 | - | ||
Fidelity Contrafund | 128.94B | -1.13 | 15.11 | 15.20 | ||
Fidelity Contrafund K | 128.94B | -1.19 | 15.20 | 15.31 | ||
Fidelity Total Market Index Instl b | 57.45B | -0.33 | 12.33 | - | ||
Strategic Advisers Core | 51.47B | -0.85 | 11.49 | 12.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Contrafund | 128.94B | -1.13 | 15.11 | 15.20 | ||
Fidelity Contrafund K | 128.94B | -1.19 | 15.20 | 15.31 | ||
American Funds Growth Fund Amer A | 126.9B | 0.00 | 16.61 | 15.08 | ||
Vanguard PRIMECAP Adm | 63.69B | 2.18 | 12.06 | 15.04 | ||
T. Rowe Price Blue Chip Growth | 56.98B | -1.34 | 16.77 | 17.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 7.37 | - | - | |
NVIDIA Corp | - | 6.95 | - | - | |
Amazon.com Inc | - | 6.59 | - | - | |
Microsoft Corp | - | 4.04 | - | - | |
Lululemon Athletica Inc | - | 3.45 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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