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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1040 | 1085 | 1009 | 1272 | 1465 |
Fund Return | 2.31% | 3.96% | 8.48% | 0.29% | 4.93% | 3.89% |
Place in category | 406 | 228 | 316 | 430 | 445 | 252 |
% in Category | 53 | 26 | 45 | 68 | 66 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard Total Intl Stock Index Adm | 73.1B | 1.95 | 0.19 | 4.07 | ||
Fidelity International Index Inst | 48.57B | 2.55 | 2.86 | 4.45 | ||
Vanguard Total Intl Stock Index I | 39.57B | 1.98 | 0.22 | 4.10 | ||
Strategic Advisers International I | 32.96B | 3.95 | 2.21 | 5.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 2.20 | 835.00 | -0.71% | |
MSCI EAFE Index Future June 24 | - | 1.79 | - | - | |
Novo Nordisk B | DK0062498333 | 1.56 | 903.3 | -1.05% | |
ASML Holding | NL0010273215 | 1.45 | 853.00 | -0.71% | |
Samsung Electronics Co | KR7005930003 | 1.06 | 77,400 | -1.02% |
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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