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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1031 | 1137 | 1086 | 1434 | 1895 |
Fund Return | 3.13% | 3.13% | 13.7% | 2.8% | 7.47% | 6.6% |
Place in category | 60 | 60 | 25 | 10 | 13 | 1 |
% in Category | 47 | 47 | 20 | 7 | 13 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Company I | 11.81B | 3.21 | 1.83 | 4.84 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.05B | 6.41 | 1.74 | 5.19 | ||
Victory Trivalent International SmI | 2.72B | 6.00 | 0.32 | 5.72 | ||
Fidelity International Small Cap | 1.58B | 3.13 | 2.80 | 6.58 | ||
AB International Small Cap Adv | 851.07M | 5.56 | -0.01 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE All-World ex-US Small-Cap | US9220427184 | 2.72 | 115.48 | -0.67% | |
Ashtead Technology Holdings | GB00BLH42507 | 1.40 | 824.60 | +0.56% | |
Rheinmetall AG | DE0007030009 | 1.35 | 519.400 | -1.07% | |
Intl Games System | TW0003293007 | 1.24 | 1,025.00 | +0.99% | |
Renesas Electronics Corp | JP3164720009 | 1.04 | 2,628.5 | +3.50% |
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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