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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1023 | 1184 | 1084 | 1676 | 2130 |
Fund Return | 7.94% | 2.32% | 18.44% | 2.72% | 10.89% | 7.85% |
Place in category | 155 | 242 | 68 | 22 | 24 | 16 |
% in Category | 39 | 57 | 23 | 10 | 7 | 10 |
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 % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 6.94 | 953.00 | -1.40% | |
Novo Nordisk B | DK0062498333 | 6.07 | 991.0 | +1.15% | |
Linde PLC | IE000S9YS762 | 4.05 | 407.200 | +1.09% | |
Louis Vuitton | FR0000121014 | 3.95 | 711.40 | -2.75% | |
Safran | FR0000073272 | 3.90 | 196.65 | -3.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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