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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1048 | 1169 | 1016 | 1399 | 1494 |
Fund Return | 6.35% | 4.77% | 16.93% | 0.53% | 6.95% | 4.1% |
Place in category | 484 | 492 | 411 | 427 | 434 | 257 |
% in Category | 64 | 62 | 60 | 68 | 66 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 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 | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 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 International Index Inst | 48.57B | 7.74 | 3.30 | 4.80 | ||
Vanguard Total Intl Stock Index I | 41.01B | 6.06 | 0.50 | 4.32 | ||
Strategic Advisers International I | 32.96B | 8.97 | 2.67 | 5.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 2.20 | 879.00 | -1.68% | |
MSCI EAFE Index Future June 24 | - | 1.79 | - | - | |
Novo Nordisk B | DK0062498333 | 1.56 | 984.0 | +1.10% | |
ASML Holding | NL0010273215 | 1.45 | 958.90 | +0.15% | |
Samsung Electronics Co | KR7005930003 | 1.06 | 77,300 | -0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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