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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1052 | 1189 | 1101 | 1490 | - |
Fund Return | 7.8% | 5.24% | 18.87% | 3.26% | 8.3% | - |
Place in category | 265 | 349 | 212 | 112 | 191 | - |
% in Category | 33 | 43 | 31 | 19 | 31 | - |
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 | ||
Fidelity Series Global ex US Index | 44.6B | 6.35 | 0.53 | 4.10 | ||
Vanguard Total Intl Stock Index I | 41.01B | 6.06 | 0.50 | 4.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MSCI EAFE Index Future June 24 | - | 2.82 | - | - | |
Novo Nordisk B | DK0062498333 | 2.49 | 984.0 | +1.10% | |
ASML Holding | NL0010273215 | 2.13 | 958.90 | +0.15% | |
Nestle | CH0038863350 | 1.60 | 98.02 | -0.33% | |
Toyota Motor | JP3633400001 | 1.44 | 3,219.0 | -1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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