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Transformative Technology Strategies Lead in Tumultuous Markets
Shauvik Haldar
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The broader markets reversed course and was down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
12/20/24
Invesco QQQ Trust, Series 1
QQQ | ETF |
$518.66
+0.87%
$316.62 B
0.52%
$2.71
27.62%
10.28%
20.41%
18.28%
0.20%
Vanguard Growth Index Fund
VUG | ETF |
$417.78
+1.08%
$281.73 B
0.51%
$2.14
35.02%
10.19%
18.89%
15.89%
0.04%
iShares Russell 1000 Growth ETF
IWF | ETF |
$407.33
+1.08%
$104.00 B
0.42%
$1.70
35.20%
10.90%
19.16%
16.62%
0.19%
iShares S&P 500 Growth ETF
IVW | ETF |
$102.76
+1.07%
$55.68 B
0.52%
$0.53
37.55%
8.07%
17.25%
15.13%
0.18%
Schwab U.S. Large-Cap Growth ETF
SCHG | ETF |
$28.30
+1.11%
$36.22 B
0.45%
$0.13
37.02%
11.90%
20.17%
16.73%
0.04%
SPDR® Portfolio S&P 500 Growth ETF
SPYG | ETF |
$89.14
+1.10%
$32.98 B
0.58%
$0.52
37.77%
8.22%
17.52%
15.22%
0.04%
Vanguard Russell 1000 Growth Index Fund
VONG | ETF |
$105.00
+1.13%
$32.75 B
0.52%
$0.55
35.39%
11.05%
19.29%
16.73%
0.08%
Fidelity Large Cap Growth Index Fund
FSPGX | Fund | Other
$39.73
+0.66%
$28.42 B
0.00%
-
34.83%
11.20%
19.46%
-
0.03%
Bridge Builder Large Cap Growth Fund
BBGLX | Fund | Other
$25.89
-5.23%
$25.83 B
0.67%
$0.17
15.85%
3.92%
13.23%
-
0.45%
Vanguard Mega Cap Growth Index Fund
MGK | ETF |
$349.09
+1.04%
$24.52 B
0.56%
$1.96
35.13%
10.87%
19.86%
16.64%
0.07%
iShares Core S&P U.S. Growth ETF
IUSG | ETF |
$141.02
+1.10%
$20.94 B
0.72%
$1.02
36.51%
8.02%
17.00%
14.93%
0.04%
Fidelity SAI U.S. Quality Index Fund
FUQIX | Fund | Other
$21.46
-1.51%
$17.68 B
1.23%
$0.26
22.34%
9.50%
15.01%
-
0.11%
Fidelity Nasdaq Composite Index Fund
FNCMX | Fund | Other
$249.51
+1.02%
$17.58 B
0.00%
-
31.40%
9.07%
17.99%
16.00%
0.29%
Fidelity Series Growth Company Fund
FCGSX | Fund | Other
$24.35
+1.42%
$17.32 B
0.50%
$0.12
40.46%
11.29%
23.89%
19.96%
-
iShares MSCI EAFE Growth ETF
EFG | ETF |
$96.99
-0.70%
$15.54 B
1.43%
$1.39
2.73%
-2.59%
3.82%
5.47%
0.36%
Fidelity Series International Growth Fund
FIGSX | Fund | Other
$17.49
-0.51%
$15.08 B
1.59%
$0.28
7.25%
0.43%
6.77%
8.00%
0.01%
Fidelity Series Overseas Fund
FSOSX | Fund | Other
$13.47
-0.30%
$14.72 B
2.25%
$0.30
7.11%
0.30%
6.76%
-
0.01%
Vanguard S&P 500 Growth Index Fund
VOOG | ETF |
$371.24
+1.17%
$14.36 B
0.57%
$2.13
37.72%
8.17%
17.34%
15.16%
0.08%
iShares MSCI USA Momentum Factor ETF
MTUM | ETF |
$209.11
+1.91%
$13.86 B
1.43%
$2.99
34.74%
6.34%
12.10%
13.16%
0.15%
iShares Russell Top 200 Growth ETF
IWY | ETF |
$238.20
+1.06%
$12.73 B
0.42%
$1.00
36.74%
12.04%
20.72%
17.91%
0.20%
Fidelity Series Blue Chip Growth Fund
FSBDX | Fund | Other
$20.14
+1.26%
$11.87 B
0.52%
$0.10
41.95%
12.13%
22.96%
18.91%
0.01%
Fidelity Series Opportunistic Insights Fund
FVWSX | Fund | Other
$24.38
+0.83%
$11.33 B
0.72%
$0.18
37.79%
11.16%
17.39%
15.45%
-
$79.93
-0.63%
$7.62 B
1.31%
$1.05
3.81%
0.12%
5.18%
-
0.15%
Fidelity Nasdaq Composite Index ETF
ONEQ | ETF |
$77.21
+0.86%
$7.37 B
0.87%
$0.67
31.51%
9.06%
18.20%
16.40%
0.21%
PRIMECAP Odyssey Growth Fund
POGRX | Fund | Other
$34.65
+1.46%
$5.85 B
0.51%
$0.17
14.12%
6.81%
10.68%
11.50%
0.66%
Fidelity International Capital Appreciation Fund
FIVFX | Fund | Other
$27.70
-0.18%
$5.46 B
0.78%
$0.22
9.66%
1.21%
7.05%
8.17%
0.73%
NICHOLAS FUND INC
NICSX | Fund | Other
$98.25
+0.92%
$4.47 B
0.15%
$0.15
18.92%
9.66%
14.40%
11.44%
0.70%
Invesco S&P 500 Momentum ETF
SPMO | ETF |
$95.58
+1.09%
$4.11 B
0.29%
$0.28
47.42%
15.71%
19.51%
-
0.13%
First Trust Dorsey Wright Focus 5 ETF
FV | ETF |
$59.92
+1.30%
$3.96 B
0.26%
$0.15
15.63%
8.00%
14.23%
11.09%
0.90%
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