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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1105 | 1298 | 1382 | 2005 | 3342 |
Fund Return | 10.54% | 10.54% | 29.77% | 11.39% | 14.93% | 12.82% |
Place in category | 58 | 58 | 58 | 10 | 12 | 4 |
% in Category | 12 | 12 | 14 | 3 | 6 | 3 |
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% | |
---|---|---|---|---|---|---|
AK T Rowe Price 529 Total Equity Ma | 3.41B | 9.75 | 9.32 | 11.86 | ||
VA CollegeAmerica 529 Fundamental a | 2.63B | 11.46 | 10.40 | 11.75 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 10.52 | 11.34 | 12.78 | ||
CA ScholarShare College Savings Pue | 2.37B | 10.01 | 9.75 | 12.27 | ||
VA Invest529 Total Stock Market Ind | 1.96B | 9.55 | 9.59 | 12.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity 500 Index | - | 100.01 | - | - |
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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