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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 980 | 909 | 996 | 1394 | 1418 | 2234 |
Fund Return | -1.97% | -9.13% | -0.35% | 11.72% | 7.23% | 8.37% |
Place in category | 680 | 839 | 700 | 506 | 491 | 191 |
% in Category | 58 | 65 | 59 | 45 | 48 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.54B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.82 | 417.04 | +0.95% | |
Exxon Mobil | US30231G1022 | 2.82 | 119.67 | +1.53% | |
JPMorgan | US46625H1005 | 2.57 | 204.85 | +1.18% | |
Chevron | US1667641005 | 2.05 | 162.73 | +1.02% | |
E-mini S&P 500 Future Dec 23 | - | 1.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Buy | Strong Sell | Sell |
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