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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1042 | 1163 | 1074 | 1543 | 2455 |
Fund Return | 2.74% | 4.2% | 16.34% | 2.41% | 9.06% | 9.4% |
Place in category | 239 | 188 | 195 | 213 | 139 | 46 |
% in Category | 56 | 46 | 49 | 62 | 42 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 126.28B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 11.45B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 91.97B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 63.32B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 58.11B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 37.64B | 0.06 | -2.61 | 8.55 | ||
Vanguard Extended Market Index Inst | 29.08B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 23.06B | 0.05 | -2.62 | 8.54 | ||
Vanguard Mid Cap Index I | 21.88B | 2.73 | 2.40 | 9.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Phillips 66 | - | 0.63 | - | - | |
Parker Hannifin Corp | - | 0.62 | - | - | |
CrowdStrike Holdings Inc Class A | - | 0.60 | - | - | |
Trane Technologies | IE00BK9ZQ967 | 0.60 | 319.43 | -0.64% | |
Amphenol Corp Class A | - | 0.59 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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