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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 872 | 899 | 825 | 809 | 977 | - |
| Fund Return | -12.83% | -10.1% | -17.48% | -6.84% | -0.47% | - |
| Place in category | 378 | 305 | 694 | 635 | 497 | - |
| % in Category | 51 | 42 | 98 | 100 | 98 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 736.94B | 17.50 | 22.66 | 14.62 | ||
| Fidelity Contrafund | 163.06B | 19.86 | 31.10 | 16.58 | ||
| Fidelity Total Market Index Instl b | 122.54B | 16.87 | 21.85 | 14.04 | ||
| Fidelity Blue Chip Growth | 73.54B | 20.19 | 35.44 | 19.59 | ||
| Fidelity Growth Company | 73.1B | 25.24 | 34.26 | 20.88 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Index Adm | 58.3B | 7.20 | 12.45 | 9.99 | ||
| Fidelity Small Cap Index Instl Pre | 29.03B | 12.50 | 12.11 | 9.51 | ||
| Vanguard Small Cap Index I | 22.38B | 7.22 | 12.46 | 10.00 | ||
| DFA US Small Cap I | 17.32B | 5.15 | 10.68 | 9.36 | ||
| Vanguard Small Cap Index InstlPlus | 13.46B | 7.22 | 12.47 | 10.01 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Arcosa Inc | - | 10.48 | - | - | |
| IAA Inc Ordinary Shares | - | 7.83 | - | - | |
| iShares Russell 3000 ETF | - | 7.73 | - | - | |
| Zagg Inc | - | 7.58 | - | - | |
| SPDR® Port S&P 1500 Comps Stk Mkt ETF | - | 7.53 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Strong Sell | Strong Sell |
| Technical Indicators | Sell | Strong Sell | Sell |
| Summary | Strong Sell | Strong Sell | Strong Sell |
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