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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1009 | 1201 | 1066 | 1575 | 2190 |
Fund Return | 7.13% | 0.89% | 20.09% | 2.16% | 9.51% | 8.15% |
Place in category | 179 | 327 | 38 | 29 | 49 | 12 |
% in Category | 46 | 79 | 15 | 14 | 19 | 8 |
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 Europacific Growth R | 66.27B | 8.14 | -2.08 | 5.44 | ||
Vanguard International Growth Adm | 38.11B | 8.82 | -5.85 | 7.87 | ||
American Funds Europacific Growth F | 20.91B | 8.10 | -2.18 | 5.33 | ||
American Funds Europacific Growth A | 20.34B | 7.99 | -2.44 | 5.07 | ||
WCM Focused International Growth I | 18B | 10.15 | -0.49 | 9.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 3.78 | 922.00 | +0.33% | |
ASML Holding | NL0010273215 | 3.07 | 953.00 | -1.40% | |
Novo Nordisk B | DK0062498333 | 3.07 | 991.0 | +1.15% | |
Louis Vuitton | FR0000121014 | 2.33 | 711.40 | -2.75% | |
Schneider Electric | FR0000121972 | 2.01 | 221.20 | -3.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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