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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1086 | 1224 | 1193 | 1693 | 2581 |
Fund Return | 8.61% | 8.61% | 22.35% | 6.07% | 11.1% | 9.95% |
Place in category | 263 | 263 | 218 | 211 | 151 | 39 |
% in Category | 58 | 58 | 53 | 60 | 46 | 20 |
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 Mid Cap Index Adm | 61.13B | 7.86 | 5.71 | 9.88 | ||
Fidelity Extended Market Index Ins | 39.85B | 6.98 | 0.97 | 8.99 | ||
Vanguard Extended Market Index Inst | 30.81B | 6.98 | 1.00 | - | ||
Vanguard Extended Market Idx Adm | 24.79B | 6.97 | 0.96 | 8.98 | ||
Vanguard Mid Cap Index I | 23.34B | 7.86 | 5.72 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CrowdStrike Holdings | US22788C1053 | 0.62 | 282.64 | -3.90% | |
Parker-Hannifin | US7010941042 | 0.62 | 534.74 | -0.62% | |
KKR & Co | US48251W1045 | 0.59 | 92.64 | -0.76% | |
Trane Technologies | IE00BK9ZQ967 | 0.58 | 288.39 | -0.40% | |
Amphenol | US0320951017 | 0.57 | 110.21 | -0.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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