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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 1091 | 1199 | 1306 | 1735 | 2431 |
Fund Return | 9.07% | 9.07% | 19.95% | 9.3% | 11.65% | 9.29% |
Place in category | 570 | 570 | 685 | 499 | 343 | 315 |
% in Category | 43 | 43 | 57 | 45 | 35 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
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 Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 37.99B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.22 | 191.66 | -0.10% | |
Exxon Mobil | US30231G1022 | 2.93 | 116.24 | +0.18% | |
Bank of America | US0605051046 | 2.61 | 36.88 | -0.19% | |
Linde PLC | IE000S9YS762 | 2.38 | 390.200 | +0.72% | |
Wells Fargo&Co | US9497461015 | 2.08 | 59.83 | +0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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