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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1068 | 1187 | 1121 | 1585 | 2274 |
Fund Return | 6.03% | 6.83% | 18.67% | 3.87% | 9.65% | 8.56% |
Place in category | 4 | 5 | 7 | 9 | 10 | 32 |
% in Category | 11 | 9 | 30 | 38 | 28 | 52 |
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% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 61.13B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 36.56B | 0.06 | -2.61 | 8.55 | ||
Fidelity Mid Cap Index Fund Institu | 33.44B | 2.74 | 2.41 | 9.40 | ||
Vanguard Extended Market Index Inst | 30.81B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 24.79B | 0.05 | -2.62 | 8.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Williams-Sonoma Inc | - | 1.73 | - | - | |
ITT Inc | - | 1.68 | - | - | |
nVent Electric | IE00BDVJJQ56 | 1.32 | 84.10 | +2.98% | |
US Foods Holding Corp | - | 1.28 | - | - | |
Performance Food Group Co | - | 1.26 | - | - |
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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