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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1053 | 1189 | 1102 | 1492 | 1598 |
Fund Return | 7.74% | 5.25% | 18.9% | 3.3% | 8.33% | 4.8% |
Place in category | 290 | 358 | 208 | 107 | 191 | 121 |
% in Category | 35 | 43 | 30 | 17 | 30 | 32 |
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 Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard Total Intl Stock Index Adm | 75.61B | 6.04 | 0.47 | 4.29 | ||
Fidelity Series Global ex US Index | 45.9B | 6.35 | 0.53 | 4.10 | ||
Vanguard Total Intl Stock Index I | 41.01B | 6.06 | 0.50 | 4.32 | ||
Strategic Advisers International I | 36.83B | 8.97 | 2.67 | 5.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MSCI EAFE Index Future June 24 | - | 2.78 | - | - | |
Novo Nordisk B | DK0062498333 | 2.49 | 980.5 | -1.06% | |
ASML Holding | NL0010273215 | 2.13 | 969.40 | +1.72% | |
Nestle | CH0038863350 | 1.60 | 95.10 | -0.19% | |
Toyota Motor | JP3633400001 | 1.44 | 3,036.0 | -2.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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