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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1034 | 969 | 1210 | 1152 | 1624 |
Fund Return | 5.34% | 3.44% | -3.07% | 6.56% | 2.86% | 4.97% |
Place in category | 301 | 327 | 125 | 233 | 153 | 109 |
% in Category | 42 | 46 | 19 | 36 | 29 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 364.99B | 3.69 | 12.14 | 12.24 | ||
Fidelity Contrafund | 128.94B | 5.30 | 9.05 | 12.40 | ||
Fidelity Contrafund K | 128.94B | 5.37 | 9.14 | 12.50 | ||
Fidelity Total Market Index Instl b | 66.92B | 4.50 | 11.66 | 11.79 | ||
Strategic Advisers Core | 49.71B | 4.13 | 12.74 | 11.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 164.53B | 3.90 | 5.30 | 4.18 | ||
Vanguard Total Intl Stock Index Adm | 67.48B | 3.91 | 5.36 | 4.24 | ||
Vanguard Total Intl Stock Index I | 36.56B | 3.92 | 5.40 | 4.27 | ||
Fidelity Series Global ex US Index | 33.23B | 4.05 | 5.01 | 3.95 | ||
DFA International Core Equity I | 29.25B | 5.55 | 8.20 | 5.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MSCI EAFE Index Future Mar 23 | - | 2.71 | - | - | |
Nestle | CH0038863350 | 2.11 | 109.64 | -0.02% | |
ASML Holding | NL0010273215 | 1.69 | 617.30 | +2.75% | |
Louis Vuitton | FR0000121014 | 1.52 | 820.80 | +0.72% | |
Novo Nordisk B | DK0060534915 | 1.44 | 1,034.8 | +1.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | BUY |
Summary | Buy | Buy | Buy |
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