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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 980 | 909 | 996 | 1394 | 1418 | 2234 |
Fund Return | -1.97% | -9.13% | -0.35% | 11.72% | 7.23% | 8.37% |
Place in category | 680 | 839 | 700 | 506 | 491 | 191 |
% in Category | 58 | 65 | 59 | 45 | 48 | 28 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.37B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.82 | 402.39 | +0.38% | |
Exxon Mobil | US30231G1022 | 2.82 | 117.46 | +1.26% | |
JPMorgan | US46625H1005 | 2.57 | 190.54 | +0.02% | |
Chevron | US1667641005 | 2.05 | 163.26 | +1.88% | |
E-mini S&P 500 Future Dec 23 | - | 1.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Buy | Strong Sell | Sell |
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