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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 1096 | 1295 | 1155 | 1770 | 2717 |
Fund Return | 12.63% | 9.64% | 29.46% | 4.92% | 12.09% | 10.51% |
Place in category | 16 | 13 | 32 | 36 | 32 | 23 |
% in Category | 5 | 4 | 10 | 14 | 14 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.56B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 34.23B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.46B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 17.64B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.08B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 6.51 | - | - | |
Microsoft Corp | - | 5.15 | - | - | |
Meta Platforms Inc Class A | - | 4.76 | - | - | |
Amazon.com Inc | - | 4.17 | - | - | |
Eaton | IE00B8KQN827 | 3.60 | 330.45 | +0.59% |
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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