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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1090 | 1203 | 1265 | 1637 | 2371 |
Fund Return | 8.96% | 8.96% | 20.33% | 8.15% | 10.35% | 9.02% |
Place in category | 597 | 597 | 642 | 772 | 650 | 391 |
% in Category | 46 | 46 | 53 | 66 | 62 | 52 |
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% | |
---|---|---|---|---|---|---|
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 | 38.37B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.57 | 400.77 | +0.04% | |
JPMorgan | US46625H1005 | 2.56 | 190.53 | -0.59% | |
Exxon Mobil | US30231G1022 | 2.02 | 116.02 | -0.19% | |
J&J | US4781601046 | 1.85 | 149.26 | -0.44% | |
Procter&Gamble | US7427181091 | 1.45 | 164.47 | +0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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