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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1087 | 1192 | 1267 | 1812 | 2588 |
Fund Return | 8.71% | 8.71% | 19.22% | 8.21% | 12.62% | 9.97% |
Place in category | 256 | 256 | 327 | 97 | 48 | 36 |
% in Category | 56 | 56 | 76 | 30 | 17 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
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 | ||
Fidelity Mid Cap Index Fund Institu | 34.94B | 8.61 | 6.07 | 9.95 | ||
Vanguard Extended Market Index Inst | 30.81B | 6.98 | 1.00 | - | ||
Vanguard Extended Market Idx Adm | 24.79B | 6.97 | 0.96 | 8.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Space Exploration Tech Corp Pp | - | 1.80 | - | - | |
Molina Healthcare | US60855R1005 | 1.44 | 342.08 | -0.04% | |
PVH | US6936561009 | 1.41 | 111.59 | +0.50% | |
Arch Capital | BMG0450A1053 | 1.40 | 91.19 | +0.32% | |
Imperial Oil | CA4530384086 | 1.39 | 70.50 | -0.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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