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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1082 | 1284 | 1264 | 1717 | 1650 |
Fund Return | 11.14% | 8.17% | 28.36% | 8.12% | 11.42% | 5.14% |
Place in category | 32 | 128 | 18 | 8 | 3 | 18 |
% in Category | 7 | 27 | 4 | 4 | 2 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
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% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 41.07B | 7.34 | 4.39 | 4.03 | ||
Vanguard International Value Inv | 13.78B | 5.33 | 1.20 | 4.01 | ||
DFA International Value I | 8.99B | 10.56 | 7.68 | 4.80 | ||
Causeway International Value Instl | 8.63B | 7.00 | 7.00 | 4.96 | ||
Oakmark International Institutional | 8.65B | 1.08 | -1.76 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.62 | 69.15 | +0.22% | |
TotalEnergies SE | FR0000120271 | 3.32 | 62.00 | +0.94% | |
Hitachi | JP3788600009 | 2.80 | 16,725.0 | -2.68% | |
BHP Group Ltd | AU000000BHP4 | 2.46 | 42.540 | -1.28% | |
Toyota Motor | JP3633400001 | 2.40 | 3,036.0 | -2.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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