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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1125 | 1125 | 1146 | 1409 | 1731 | 2480 |
| Fund Return | 12.5% | 12.5% | 14.59% | 12.11% | 11.6% | 9.51% |
| Place in category | 68 | 54 | 80 | 152 | 289 | 117 |
| % in Category | 10 | 8 | 12 | 26 | 56 | 30 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 736.94B | 17.50 | 22.66 | 14.62 | ||
| Fidelity Contrafund | 163.06B | 19.86 | 31.10 | 16.58 | ||
| Fidelity Total Market Index Instl b | 122.54B | 16.87 | 21.85 | 14.04 | ||
| Fidelity Blue Chip Growth | 73.54B | 20.19 | 35.44 | 19.59 | ||
| Fidelity Growth Company | 73.1B | 25.24 | 34.26 | 20.88 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Index Adm | 58.3B | 7.20 | 12.45 | 9.99 | ||
| Vanguard Small Cap Index I | 22.38B | 7.22 | 12.46 | 10.00 | ||
| DFA US Small Cap I | 17.35B | 5.15 | 10.68 | 9.36 | ||
| Vanguard Small Cap Index InstlPlus | 13.46B | 7.22 | 12.47 | 10.01 | ||
| Vanguard Tax-Managed Small Cap Adm | 8.47B | 3.27 | 8.10 | 9.18 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Credo Technology Holding | KYG254571055 | 0.63 | 176.04 | -2.70% | |
| Hims Hers Health | US4330001060 | 0.49 | 39.21 | -2.02% | |
| E-mini Russell 2000 Index Future Sept 25 | - | 0.49 | - | - | |
| Fabrinet | KYG3323L1005 | 0.45 | 478.45 | +1.41% | |
| Kratos Defense&Security | US50077B2079 | 0.38 | 76.50 | -1.52% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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