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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1032 | 1144 | 983 | 1490 | 1915 |
Fund Return | 3.6% | 3.23% | 14.37% | -0.57% | 8.31% | 6.71% |
Place in category | 55 | 54 | 39 | 2 | 8 | 3 |
% in Category | 42 | 42 | 35 | 3 | 14 | 5 |
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% | |
---|---|---|---|---|---|---|
MFS International New Discovery R6 | 4.89B | 1.71 | -2.17 | 4.39 | ||
T. Rowe Price International Discove | 3.7B | 6.89 | -5.67 | - | ||
Artisan International Small Cap Ins | 2.95B | 1.02 | -4.95 | - | ||
Oppenheimer International Small-MiI | 2.52B | -1.40 | -5.61 | 6.79 | ||
T. Rowe Price International Discov | 2.23B | 6.81 | -5.82 | 6.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lagercrantz B | SE0014990966 | 3.71 | 180.80 | -0.39% | |
Addtech | SE0014781795 | 3.20 | 265.40 | +2.39% | |
CTS Eventim AG | DE0005470306 | 3.04 | 79.200 | -0.13% | |
Spectris | GB0003308607 | 2.83 | 3,152.0 | +0.83% | |
Aalberts Industries | NL0000852564 | 2.68 | 41.50 | +0.63% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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