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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1001 | 1025 | 1211 | 924 | 1460 | 2271 |
Fund Return | 0.06% | 2.51% | 21.12% | -2.61% | 7.86% | 8.55% |
Place in category | 383 | 343 | 65 | 380 | 254 | 108 |
% in Category | 87 | 79 | 17 | 98 | 73 | 53 |
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 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 | ||
Vanguard Mid Cap Index I | 23.34B | 2.73 | 2.40 | 9.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CrowdStrike Holdings Inc Class A | - | 1.05 | - | - | |
KKR & Co Inc Ordinary Shares | - | 0.96 | - | - | |
Marvell Technology Inc | - | 0.88 | - | - | |
Workday Inc Class A | - | 0.82 | - | - | |
Snowflake Inc Ordinary Shares - Class A | - | 0.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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