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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1068 | 1188 | 1164 | 1630 | 2245 |
Fund Return | 6.8% | 6.8% | 18.84% | 5.21% | 10.27% | 8.42% |
Place in category | 142 | 142 | 141 | 104 | 66 | 50 |
% in Category | 74 | 74 | 75 | 58 | 33 | 34 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 10.76B | 10.03 | 5.80 | 10.05 | ||
JHVIT Strategic Equity Allocation T | 7.14B | 8.54 | 7.86 | 9.38 | ||
JPMorgan Investor Growth A | 4.19B | 8.35 | 6.48 | 9.26 | ||
Franklin Mutual Shares Z | 3.9B | 8.40 | 7.30 | 6.44 | ||
Franklin Mutual Shares A | 2.7B | 8.32 | 7.05 | 6.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.75 | 406.66 | +2.22% | |
Apple | US0378331005 | 2.54 | 183.36 | +5.97% | |
E-mini S&P 500 Future Mar 24 | - | 2.39 | - | - | |
Amazon.com | US0231351067 | 1.81 | 186.24 | +0.82% | |
MSCI EAFE Index Future Mar 24 | - | 1.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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