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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1022 | 1157 | 1076 | 1544 | 1985 |
Fund Return | 5.43% | 2.22% | 15.73% | 2.49% | 9.07% | 7.1% |
Place in category | 224 | 273 | 248 | 220 | 120 | 95 |
% in Category | 73 | 80 | 82 | 70 | 43 | 43 |
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% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 74.77B | 4.06 | 3.36 | 6.30 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 6.47 | 3.27 | 7.60 | ||
American Funds Income Fund of A R6 | 19.92B | 4.23 | 3.68 | 6.62 | ||
American Funds Income Fund of Ame | 13.01B | 4.21 | 3.57 | 6.51 | ||
American Funds Growth and Inc A | 11.63B | 6.58 | 4.29 | 7.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.36 | - | - | |
Apple Inc | - | 2.00 | - | - | |
Amazon.com Inc | - | 1.78 | - | - | |
Alphabet Inc Class A | - | 1.62 | - | - | |
NVIDIA Corp | - | 1.44 | - | - |
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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