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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 924 | 1030 | 1334 | 1499 | 3636 |
Fund Return | -0.42% | -7.64% | 2.97% | 10.08% | 8.44% | 13.78% |
Place in category | 77 | 268 | 90 | 41 | 82 | 46 |
% in Category | 19 | 59 | 26 | 16 | 32 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 561.29B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 131.43B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 11.86B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 94.94B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 64.48B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 59.44B | 5.55 | 3.04 | 9.49 | ||
Fidelity Extended Market Index Ins | 37.55B | 3.43 | -1.31 | 8.75 | ||
Fidelity Mid Cap Index Fund Institu | 34.11B | 5.68 | 3.10 | 9.47 | ||
Vanguard Extended Market Index Inst | 30.44B | 3.43 | -1.28 | - | ||
Vanguard Extended Market Idx Adm | 23.68B | 3.42 | -1.32 | 8.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tesla Inc | - | 0.98 | - | - | |
ServiceNow Inc | - | 0.68 | - | - | |
Worldpay Inc Class A | - | 0.54 | - | - | |
Workday Inc Class A | - | 0.50 | - | - | |
Square Inc A | - | 0.44 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | Neutral |
Summary | Neutral | Strong Sell | Neutral |
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