| No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|
| Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
| 1. | Fidelity Advisor Value Strategies Fund Class K (FVSKX) | The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in securities of companies that the advisor ...Detailed Profile | $51.88 | 25.94% | 0.62% | |||
| 2. | Fidelity Fund Class K (FFDKX) | The investment seeks long-term capital growth. The fund normally invests primarily in common stocks. It potentially invests a portion of assets in bonds, ...Detailed Profile | $75.18 | 25.73% | 0.4% | |||
| 3. | Fidelity Value Fund Class K (FVLKX) | The fund has a full name Fidelity Value Fund Class K, and is available for active trading/investments in the American markets in the USD ...Detailed Profile | $15.18 | 25.33% | 0.47% | |||
| 4. | Fidelity Growth Company Fund Class K (FGCKX) | The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in companies that the advisor believes have ...Detailed Profile | $40.07 | 22.6% | 0.75% | |||
| 5. | AB All Market Real Return Portfolio Class K (AMTKX) | The fund investment aims to maximize real return over inflation. The managers expect to invest its assets principally in the following instruments that, ...Detailed Profile | $10.36 | 22.31% | 1.32% | |||
| 6. | AB Relative Value Fund Class K (CBBKX) | The fund has a full name Ab Relative Value Fund - K, and is available for active trading/investments in the American markets in the USD ...Detailed Profile | $6.84 | 21.94% | 0.9% | |||
| 7. | BlackRock Advantage ESG U.S. Equity Fund Class K (BIRKX) | The fund investment aims to provide total return. Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus any borrowings ...Detailed Profile | $19.59 | 21.81% | 0.43% | |||
| 8. | AB Concentrated Growth Fund Class K (WPSKX) | The investment seeks long-term growth of capital. The Adviser seeks to achieve the fund's investment objective of long-term growth of capital by ...Detailed Profile | $60.85 | 21.59% | 1.06% | |||
| 9. | Fidelity Disciplined Equity Fund Class K (FDEKX) | The investment seeks capital growth. The fund invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund seeks ...Detailed Profile | $62.98 | 21.35% | 0.62% | |||
| 10. | Shelton Capital Management Nasdaq-100 Index Fund Class K (NDXKX) | The fund works with an aim to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index ‚ . Under normal ...Detailed Profile | $34.07 | 20.67% | 1% | |||
| 11. | AB Value Fund Class K (ABVKX) | The fund has a full name Ab Trust - Ab Value Fund - Class K, and is available for active trading/investments in the American markets in the USD ...Detailed Profile | $18.18 | 20.33% | 1.14% | |||
| 12. | Fidelity Growth Discovery Fund Class K (FGDKX) | The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in companies that the adviser believes have ...Detailed Profile | $56.56 | 20.14% | 0.69% | |||
| 13. | iShares S&P 500 Index Fund Class K (WFSPX) | The fund investment aims to provide investment results that correspond to the total return performance of publicly-traded common stocks in the aggregate, ...Detailed Profile | $530.8 | 19.9% | 0.03% | |||
| 14. | iShares Total U.S. Stock Market Index Fund Class K (BKTSX) | The fund investment attempts to track the investment results of a broad-based index composed of U.S. equities. The fund seeks to track the investment ...Detailed Profile | $21.34 | 19.6% | 0.03% | |||
| 15. | Fidelity Mid-Cap Stock Fund Class K (FKMCX) | The fund investment attempts long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of companies with medium ...Detailed Profile | $41.68 | 19.56% | 0.82% | |||
| 16. | iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) | The fund works with an aim to match the performance of the Russell 1000 ‚ Index, as closely as possible before the deduction of fund expenses. The fund ...Detailed Profile | $29.61 | 19.56% | 0.08% | |||
| 17. | Fidelity Magellan Fund Class K (FMGKX) | The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in ...Detailed Profile | $14.96 | 19.47% | 0.72% | |||
| 18. | Fidelity Capital Appreciation Fund Class K (FCAKX) | The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in ...Detailed Profile | $49.93 | 19.4% | 0.74% | |||
| 19. | Fidelity Advisor Stock Selector All Cap Fund Class K (FSSKX) | The fund investment attempts capital growth. The fund normally invests at least 80% of assets in stocks, primarily in common stocks. It allocates its ...Detailed Profile | $67.79 | 19.36% | 0.53% | |||
| 20. | AB Core Opportunities Fund Class K (ADGKX) | The investment seeks long-term growth of capital. The fund invests primarily in the equity securities of U.S. companies that the Adviser believes are ...Detailed Profile | $26.33 | 19.33% | 1.15% | |||
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