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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1086 | 1222 | 1440 | 1678 | 3216 |
Fund Return | 8.56% | 8.56% | 22.22% | 12.93% | 10.9% | 12.39% |
Place in category | 379 | 379 | 76 | 78 | 178 | 51 |
% in Category | 80 | 80 | 17 | 20 | 52 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.5M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.28B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.69M | 11.14 | 14.28 | 15.54 | ||
Fidelity Index US Fund P Accumulati | 3.61B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 110.35M | 6.60 | 11.91 | 10.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.15B | 9.66 | 12.93 | 12.65 | ||
US Stock Fund A GBP | 2.98B | 9.39 | 12.67 | 13.65 | ||
US Stock Fund GBP Inc | 2.98B | 9.36 | 12.67 | 13.66 | ||
MFSM US Value Fund I1 GBP | 1.9B | 5.11 | 11.87 | 11.29 | ||
Fidelity American Special Situation | 56.43M | 2.99 | 12.95 | 11.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
McKesson | US58155Q1031 | 4.22 | 536.09 | -1.33% | |
Wells Fargo&Co | US9497461015 | 4.13 | 59.80 | -0.18% | |
Alphabet A | US02079K3059 | 4.01 | 166.15 | -3.37% | |
Elevance Health | US0367521038 | 3.85 | 533.89 | -0.63% | |
Salesforce Inc | US79466L3024 | 3.79 | 275.74 | +0.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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