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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 1020 | 1290 | 1040 | 1719 | 3212 |
Fund Return | 11.75% | 2.04% | 28.98% | 1.3% | 11.45% | 12.38% |
Place in category | 51 | 112 | 32 | 64 | 69 | 16 |
% in Category | 11 | 25 | 8 | 16 | 19 | 6 |
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 Explorer Adm | 18.89B | 4.81 | 0.76 | 10.34 | ||
Vanguard Small Cap Growth Index Adm | 13.48B | 3.77 | -2.72 | 8.43 | ||
Neuberger Berman Genesis R6 | 4.37B | 4.24 | 2.33 | 9.68 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.35B | 7.11 | 2.36 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.17B | 1.61 | -1.32 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer Inc | - | 2.84 | - | - | |
MicroStrategy Inc Class A | - | 1.61 | - | - | |
Applied Industrial Technologies Inc | - | 1.47 | - | - | |
FTAI Aviation Ltd | - | 1.33 | - | - | |
Weatherford | IE00BLNN3691 | 0.95 | 111.55 | -1.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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