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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 999 | 1041 | 991 | 1094 | 1340 |
Fund Return | -0.06% | -0.06% | 4.13% | -0.31% | 1.82% | 2.97% |
Place in category | 124 | 124 | 92 | 29 | 21 | 26 |
% in Category | 66 | 66 | 56 | 23 | 18 | 25 |
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% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.43B | -0.07 | -0.34 | 3.21 | ||
Vanguard High-Yield Tax-Exempt Adm | 13.58B | 0.75 | -0.05 | 3.59 | ||
MainStay Tax-Free Bond I | 7.02B | -0.22 | -0.72 | 3.18 | ||
Franklin Federal Tax-Free Income A | 4.62B | 0.52 | -0.75 | 2.36 | ||
BlackRock Municipal Series Trust St | 4B | 0.91 | -1.05 | 2.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Revere Str Tr | - | 4.53 | - | - | |
SALT RIV PROJ AGRIC IMPT & PWR DIST ARIZ ELEC SYS REV 5.25% | - | 1.02 | - | - | |
METROPOLITAN TRANSN AUTH N Y REV 4% | - | 0.93 | - | - | |
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4% | - | 0.90 | - | - | |
LOWER ALA GAS DIST GAS PROJ REV 4% | - | 0.70 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Sell | Strong Sell | Neutral |
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