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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1010 | 1065 | 1009 | 1176 | 1367 |
Fund Return | 1.55% | 0.96% | 6.51% | 0.3% | 3.3% | 3.17% |
Place in category | 65 | 88 | 93 | 35 | 40 | 33 |
% in Category | 41 | 61 | 65 | 32 | 31 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 3.95B | 0.48 | -1.25 | 3.01 | ||
PIMCO Inflation Response MultiAsst | 1.65B | 2.81 | 3.06 | 3.80 | ||
Great-West Conservative Profile II | 1.17B | 1.90 | 0.50 | 3.55 | ||
Principal SAM Flexible Income J | 1.14B | 1.94 | -0.23 | 3.39 | ||
JHancock Multimanager Lifestyle Cn1 | 1.01B | 1.87 | -0.19 | 3.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4% | - | 1.84 | - | - | |
United States Treasury Notes 4.125% | - | 1.77 | - | - | |
Microsoft Corp | - | 1.36 | - | - | |
United States Treasury Notes 1.25% | - | 1.28 | - | - | |
United States Treasury Notes 4% | - | 1.17 | - | - |
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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