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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 1017 | 1159 | 1077 | 1621 | 2312 |
Fund Return | -1.11% | 1.66% | 15.91% | 2.51% | 10.15% | 8.74% |
Place in category | 233 | 274 | 200 | 200 | 58 | 32 |
% in Category | 47 | 53 | 45 | 53 | 19 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 0.67 | 3.68 | 8.32 | ||
DFA US Small Cap Value I | 15.68B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.2B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.99B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.27B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Insight Enterprises | US45765U1034 | 2.86 | 203.73 | -1.24% | |
US Foods | US9120081099 | 2.53 | 54.61 | -0.36% | |
Owens&Minor | US6907321029 | 2.52 | 18.71 | +0.43% | |
Brookfield Infra | CA11275Q1072 | 2.47 | 47.01 | -0.99% | |
Primerica | US74164M1080 | 2.35 | 223.75 | -0.01% |
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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