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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1136 | 1136 | 1270 | 1224 | 1864 | 2920 |
Fund Return | 13.65% | 13.65% | 26.98% | 6.97% | 13.26% | 11.31% |
Place in category | 73 | 73 | 121 | 37 | 65 | 92 |
% in Category | 14 | 14 | 24 | 8 | 16 | 23 |
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% | |
---|---|---|---|---|---|---|
T. Rowe Price Mid-Cap Growth I | 12.25B | 8.50 | 4.20 | - | ||
T. Rowe Price Mid-Cap Growth | 12.13B | 8.47 | 4.07 | 11.20 | ||
T. Rowe Price New Horizons I | 11.3B | 6.12 | -3.10 | - | ||
Principal MidCap Institutional | 11.46B | 10.97 | 9.12 | 12.70 | ||
Vanguard Mid-Cap Growth Index Admir | 11.87B | 7.56 | 3.89 | 10.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apollo Global Management A | US03769M1062 | 2.76 | 107.30 | -0.18% | |
WW Grainger | US3848021040 | 2.48 | 937.24 | -1.33% | |
Cardinal Health | US14149Y1082 | 2.43 | 105.98 | -0.51% | |
Copart | US2172041061 | 2.41 | 53.20 | -1.52% | |
Gartner | US3666511072 | 2.30 | 449.61 | +0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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