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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1204 | 1072 | 1362 | 1218 | 1991 | 2825 |
Fund Return | 20.41% | 7.21% | 36.2% | 6.8% | 14.77% | 10.94% |
Place in category | 12 | 13 | 17 | 32 | 26 | 18 |
% in Category | 4 | 4 | 6 | 12 | 11 | 15 |
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% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.37B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.73B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 24.09B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.39B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.83B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.56 | 130.98 | -0.68% | |
Microsoft | US5949181045 | 5.38 | 448.37 | +1.31% | |
Meta Platforms | US30303M1027 | 4.44 | 506.63 | +0.49% | |
Amazon.com | US0231351067 | 4.26 | 184.06 | +0.22% | |
Eaton | IE00B8KQN827 | 3.86 | 325.33 | +1.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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