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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 1000 | 1030 | 1002 | 1085 | 1254 |
Fund Return | -0.05% | -0.05% | 2.99% | 0.08% | 1.65% | 2.29% |
Place in category | 201 | 201 | 202 | 44 | 68 | 65 |
% in Category | 64 | 64 | 63 | 16 | 31 | 36 |
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% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.96B | 0.01 | 0.05 | 2.53 | ||
Bridge Builder Municipal Bond | 14.11B | 0.11 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.65B | -0.03 | -0.42 | 2.58 | ||
Nuveen Intermediate Duration Muni | 6.61B | 0.43 | -0.12 | 2.58 | ||
American Funds Tax-Exempt Bond F2 | 5.57B | 0.02 | -0.24 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CHANDLER ARIZ INDL DEV AUTH INDL DEV REV 5% | - | 0.55 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 5% | - | 0.48 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 4% | - | 0.43 | - | - | |
SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV 5% | - | 0.41 | - | - | |
GRAND PARKWAY TRANSN CORP TEX SYS TOLL REV 5% | - | 0.40 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Sell | BUY |
Summary | Strong Sell | Sell | Neutral |
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