Values as of: 2024-11-17
ETF | Large Growth |
Last Closing
USD 73.63Change
0.00 (0.00)%Market Cap
USD 7.14BVolume
0.40MAnalyst Target
N/AVerdict
Verdict
The fund normally invests at least 80% of assets in common stocks included in the index. The advisor uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the Nasdaq Composite Index® that have a similar investment profile to the entire index.
Company Website : http://www.institutional.fidelity.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| QQQ | Invesco QQQ Trust |
N/A |
USD 310.27B |
| VONG | Vanguard Russell 1000 Growth I.. |
N/A |
USD 23.76B |
| FV | First Trust Dorsey Wright Focu.. |
N/A |
USD 3.71B |
| QQEW | First Trust NASDAQ-100 Equal W.. |
N/A |
USD 1.90B |
| QQQE | Direxion NASDAQ-100 Equal Weig.. |
N/A |
USD 1.41B |
| FTC | First Trust Large Cap Growth A.. |
N/A |
USD 1.14B |
| LRGE | ClearBridge Large Cap Growth E.. |
N/A |
USD 0.39B |
| BKCH | Global X Blockchain ETF |
N/A |
USD 0.23B |
| QQXT | First Trust NASDAQ-100 Ex-Tech.. |
N/A |
USD 0.12B |
| MILN | Global X Millennials Consumer .. |
N/A |
USD 0.12B |
N/A
| Market Performance vs. Industry/Classification (Large Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 24.29% | 54% | F | 79% | B- | ||
| Dividend Return | 0.56% | 67% | D+ | 9% | A- | ||
| Total Return | 24.85% | 54% | F | 78% | C+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 32.02% | 54% | F | 75% | C | ||
| Dividend Return | 0.82% | 57% | F | 10% | F | ||
| Total Return | 32.85% | 57% | F | 74% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 118.30% | 85% | B | 86% | B+ | ||
| Dividend Return | 6.37% | 69% | C- | 18% | F | ||
| Total Return | 124.67% | 86% | B+ | 86% | B+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -11.15% | 7% | C- | 20% | F | ||
| Dividend Return | -10.66% | 7% | C- | 20% | F | ||
| Total Return | 0.48% | 43% | F | 17% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 49.78% | 14% | F | 38% | F | ||
| Risk Adjusted Return | -21.42% | 7% | C- | 24% | F | ||
| Market Capitalization | 7.14B | 85% | B | 91% | A- | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The company has under performed its peers on annual average total returns in the past 5 years.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
