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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1056 | 1215 | 1215 | 1793 | 2447 |
Fund Return | 3.13% | 5.56% | 21.53% | 6.71% | 12.39% | 9.36% |
Place in category | 181 | 81 | 35 | 56 | 22 | 28 |
% in Category | 41 | 21 | 12 | 19 | 8 | 10 |
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% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.31B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 12.54B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.31B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.51B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Constellation Energy Corp | - | 1.56 | - | - | |
Global Payments Inc | - | 1.03 | - | - | |
Antero Resources Corp | - | 0.99 | - | - | |
PG&E Corp | - | 0.96 | - | - | |
Apollo Global Management Inc Class A | - | 0.90 | - | - |
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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