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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1018 | 1221 | 1165 | 1784 | 2540 |
Fund Return | 6.29% | 1.82% | 22.14% | 5.21% | 12.28% | 9.77% |
Place in category | 226 | 242 | 259 | 93 | 61 | 33 |
% in Category | 54 | 56 | 65 | 28 | 21 | 17 |
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 Mid Cap Index Adm | 59.44B | 5.55 | 3.04 | 9.49 | ||
Fidelity Extended Market Index Ins | 37.64B | 3.43 | -1.31 | 8.75 | ||
Fidelity Mid Cap Index Fund Institu | 34.47B | 5.68 | 3.10 | 9.47 | ||
Vanguard Extended Market Index Inst | 30.44B | 3.43 | -1.28 | - | ||
Vanguard Extended Market Idx Adm | 23.68B | 3.42 | -1.32 | 8.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Space Exploration Tech Corp Pp | - | 1.87 | - | - | |
Imperial Oil | CA4530384086 | 1.57 | 64.26 | -0.31% | |
Vistra Energy | US92840M1027 | 1.54 | 87.59 | -0.92% | |
Arch Capital | BMG0450A1053 | 1.53 | 97.26 | -1.91% | |
American Financial | US0259321042 | 1.35 | 124.14 | -0.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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