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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 1000 | 1024 | 996 | 1055 | 1134 |
Fund Return | -0% | -0% | 2.44% | -0.13% | 1.08% | 1.27% |
Place in category | 194 | 194 | 154 | 159 | 103 | 45 |
% in Category | 80 | 80 | 67 | 79 | 53 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 118.35B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 10.73B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 59.85B | 11.57 | 11.66 | 12.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 28.71B | 0.22 | 0.64 | 1.56 | ||
Vanguard Short-Term Tx-Ex Adm | 14.78B | 0.48 | 1.27 | 1.24 | ||
AB Intermediate Diversified Muni C | 4.91B | 0.06 | -0.74 | 0.87 | ||
AB Diversified Municipal | 4.91B | 0.29 | 0.18 | 1.86 | ||
AB Intermediate Diversified Muni A | 4.91B | 0.24 | -0.01 | 1.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5% | - | 1.06 | - | - | |
METROPOLITAN WASH D C ARPTS AUTH ARPT SYS REV 5% | - | 0.84 | - | - | |
KING CNTY WASH SWR REV 0.875% | - | 0.77 | - | - | |
CONNECTICUT ST HEALTH & EDL FACS AUTH REV 2.8% | - | 0.72 | - | - | |
LONG IS PWR AUTH N Y ELEC SYS REV 0.85% | - | 0.72 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Neutral |
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