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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1174 | 1078 | 1345 | 1672 | 1472 | 2851 |
| Fund Return | 17.35% | 7.81% | 34.55% | 18.69% | 8.03% | 11.05% |
| Place in category | 88 | 72 | 174 | 127 | 124 | 50 |
| % in Category | 18 | 16 | 38 | 31 | 33 | 17 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 791.7B | 11.26 | 23.59 | 15.63 | ||
| Fidelity Contrafund | 159.67B | 8.04 | 28.30 | 17.72 | ||
| Fidelity Total Market Index Instl b | 131.69B | 11.51 | 23.30 | 15.10 | ||
| Fidelity Growth Company | 82.16B | 22.77 | 34.68 | 23.51 | ||
| Fidelity International Index Inst | 81.53B | 9.49 | 18.25 | 9.48 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Value Index Admi | 22.9B | 11.45 | 18.12 | 10.58 | ||
| DFA US Small Cap Value I | 18.92B | 15.21 | 19.80 | 11.47 | ||
| DFA US Targeted Value I | 16.13B | 13.53 | 19.21 | 11.64 | ||
| Vanguard Small Cap Value Index I | 6.91B | 11.46 | 18.14 | 10.59 | ||
| Invesco SmallCapValue Y | 6.95B | 26.27 | 33.56 | 17.68 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Old National Bancorp | - | 2.46 | 25.01 | +0.85% | |
| Bank of N.T. Butterfield Son | BMG0772R2087 | 2.04 | 58.74 | +0.27% | |
| Sunoco LP | - | 2.01 | 62.75 | -1.18% | |
| Terex | - | 1.99 | 68.94 | +3.17% | |
| CES Energy | - | 1.99 | 15.400 | -0.06% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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