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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1149 | 1076 | 1329 | 1373 | 2157 | 3053 |
Fund Return | 14.9% | 7.62% | 32.86% | 11.13% | 16.62% | 11.81% |
Place in category | 72 | 18 | 100 | 45 | 107 | 336 |
% in Category | 5 | 2 | 7 | 4 | 9 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.43 | 423.85 | -0.16% | |
Exxon Mobil | US30231G1022 | 6.51 | 112.75 | -1.07% | |
Wells Fargo&Co | US9497461015 | 5.86 | 58.36 | +1.09% | |
General Electric | US3696043013 | 5.74 | 161.92 | +0.81% | |
NVIDIA | US67066G1040 | 3.53 | 1,208.61 | -0.11% |
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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