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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...
EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1032 | 1032 | 1215 | 1497 | 1577 | 2906 |
| Fund Return | 3.19% | 3.19% | 21.5% | 14.39% | 9.54% | 11.26% |
| Place in category | 160 | 160 | 66 | 75 | 82 | 35 |
| % in Category | 43 | 43 | 14 | 21 | 30 | 15 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 714.93B | -4.34 | 18.30 | 14.15 | ||
| Fidelity Contrafund | 145.88B | -5.39 | 25.10 | 16.39 | ||
| Fidelity Total Market Index Instl b | 118.93B | -3.98 | 17.86 | 13.66 | ||
| Fidelity International Index Inst | 76.67B | 0.95 | 14.60 | 8.82 | ||
| Fidelity Growth Company | 71.39B | -2.70 | 27.95 | 21.05 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Admira | 13.44B | 4.51 | 13.73 | 10.24 | ||
| JHancock Disciplined Value Mid Cap | 14.06B | 1.16 | 12.61 | 10.35 | ||
| Victory Sycamore Established Value6 | 9.5B | 4.71 | 8.73 | 11.02 | ||
| Bridge Builder Small/Mid Cap Value | 9.79B | 2.45 | 12.53 | 9.65 | ||
| MFS Mid Cap Value R6 | 9.08B | 1.12 | 11.31 | 9.86 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Western Digital | - | 2.27 | 400.73 | -0.81% | |
| PG E | - | 1.30 | 16.39 | -1.32% | |
| Eversource Energy | - | 1.04 | 68.72 | +0.12% | |
| Iron Mountain | - | 1.03 | 112.75 | -2.83% | |
| Targa Resources | - | 0.85 | 241.29 | +0.25% |
| 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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