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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1029 | 1087 | 1088 | 1351 | 1546 |
Fund Return | 2.55% | 2.92% | 8.73% | 2.86% | 6.2% | 4.45% |
Place in category | 339 | 456 | 279 | 104 | 182 | 137 |
% in Category | 42 | 57 | 40 | 17 | 28 | 36 |
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 Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard Total Intl Stock Index Adm | 75.19B | 1.95 | 0.19 | 4.07 | ||
Fidelity Series Global ex US Index | 44.6B | 2.31 | 0.29 | 3.89 | ||
Vanguard Total Intl Stock Index I | 40.77B | 1.97 | 0.22 | 4.10 | ||
Vanguard Total Intl Stock Idx Instl | 33.59B | 1.98 | 0.23 | 4.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.42 | 883.2 | +0.07% | |
ASML Holding | NL0010273215 | 2.26 | 864.50 | +1.96% | |
MSCI EAFE Index Future June 24 | - | 2.20 | - | - | |
Nestle | CH0038863350 | 1.64 | 95.18 | +1.04% | |
Toyota Motor | JP3633400001 | 1.55 | 3,425.0 | -2.92% |
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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