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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1055 | 1131 | 1176 | 1517 | 2205 |
Fund Return | 5.54% | 5.54% | 13.06% | 5.56% | 8.7% | 8.23% |
Place in category | 262 | 262 | 277 | 75 | 125 | 27 |
% in Category | 85 | 85 | 90 | 27 | 44 | 14 |
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% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 74.12B | 4.32 | 5.16 | 6.65 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 6.06 | 4.75 | 7.81 | ||
American Funds Income Fund of A R6 | 20.14B | 4.40 | 5.47 | 6.96 | ||
American Funds Income Fund of Ame | 12.96B | 4.38 | 5.36 | 6.85 | ||
American Funds Growth and Inc A | 11.14B | 6.81 | 6.09 | 8.28 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 2.55 | 115.22 | -0.87% | |
Procter&Gamble | US7427181091 | 2.40 | 162.51 | -0.81% | |
Prologis | US74340W1036 | 2.12 | 106.08 | +1.48% | |
Merck&Co | US58933Y1055 | 1.91 | 127.70 | -0.43% | |
Coca-Cola | US1912161007 | 1.75 | 61.72 | -0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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