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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1082 | 1214 | 1141 | 1607 | 2238 |
Fund Return | 8.21% | 8.21% | 21.44% | 4.5% | 9.96% | 8.39% |
Place in category | 93 | 93 | 31 | 35 | 36 | 10 |
% in Category | 26 | 26 | 10 | 14 | 14 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 67.93B | 7.44 | -0.16 | 5.58 | ||
Vanguard International Growth Adm | 36.06B | 5.28 | -5.68 | 7.73 | ||
American Funds Europacific Growth F | 21.33B | 7.43 | -0.27 | 5.47 | ||
American Funds Europacific Growth A | 20.77B | 7.37 | -0.52 | 5.21 | ||
WCM Focused International Growth I | 18.01B | 11.82 | 2.75 | 9.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 3.39 | 802.00 | +2.04% | |
ASML Holding | NL0010273215 | 3.22 | 847.90 | +0.34% | |
Novo Nordisk B | DK0062498333 | 2.81 | 883.2 | +0.07% | |
Louis Vuitton | FR0000121014 | 2.57 | 789.00 | +0.14% | |
SAP | DE0007164600 | 2.04 | 177.780 | +0.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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