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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 1068 | 1228 | 1394 | 1314 | 1610 |
Fund Return | 11.27% | 6.79% | 22.81% | 11.71% | 5.61% | 4.88% |
Place in category | 165 | 86 | 101 | 47 | 25 | 40 |
% in Category | 41 | 26 | 20 | 16 | 11 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 432.52B | 18.73 | 10.51 | 12.80 | ||
Fidelity Contrafund | 128.94B | 29.13 | 5.87 | 13.67 | ||
Fidelity Contrafund K | 128.94B | 29.29 | 5.96 | 13.77 | ||
Fidelity Total Market Index Instl b | 77.63B | 18.11 | 9.71 | 12.16 | ||
Strategic Advisers Core | 53.11B | 18.73 | 11.04 | 12.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.7B | 12.27 | 11.07 | 5.18 | ||
Vanguard International Value Inv | 13.57B | 10.72 | 8.22 | 4.74 | ||
DFA International Value I | 8.7B | 11.86 | 14.45 | 4.98 | ||
Oakmark International Institutional | 8.13B | 15.64 | 10.06 | - | ||
Templeton Foreign Adv | 650.11M | 13.52 | 10.43 | 3.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.11 | 64.38 | -2.19% | |
BHP Group Ltd | AU000000BHP4 | 3.57 | 44.250 | +1.19% | |
TotalEnergies SE | FR0000120271 | 3.27 | 62.31 | -2.06% | |
Toyota Motor | JP3633400001 | 2.90 | 2,677.5 | -1.05% | |
Siemens AG | DE0007236101 | 2.38 | 135.66 | +0.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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