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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1079 | 1226 | 1304 | 1629 | 1648 |
Fund Return | 7.88% | 7.88% | 22.61% | 9.25% | 10.26% | 5.12% |
Place in category | 15 | 15 | 6 | 7 | 1 | 16 |
% in Category | 4 | 4 | 2 | 3 | 1 | 6 |
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 International Stock | 40.59B | 3.13 | 5.14 | 4.02 | ||
Vanguard International Value Inv | 13.94B | 4.01 | 2.91 | 4.20 | ||
DFA International Value I | 9.03B | 6.95 | 8.91 | 4.74 | ||
Oakmark International Institutional | 8.86B | 0.15 | 0.34 | - | ||
Templeton Foreign A | 1.57B | 1.62 | 4.39 | 2.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.01 | 73.27 | +0.19% | |
TotalEnergies SE | FR0000120271 | 2.90 | 68.77 | +1.04% | |
BHP Group Ltd | AU000000BHP4 | 2.82 | 43.150 | -4.60% | |
Toyota Motor | JP3633400001 | 2.77 | 3,511.0 | +0.37% | |
Hitachi | JP3788600009 | 2.71 | 13,475.0 | +1.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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