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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1149 | 1061 | 1194 | 1143 | 1582 | - |
Fund Return | 14.92% | 6.13% | 19.42% | 4.54% | 9.61% | - |
Place in category | 19 | 8 | 16 | 46 | 2 | - |
% in Category | 7 | 3 | 6 | 10 | 1 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 107.41B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 66.2B | 37.89 | 9.30 | 17.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.38B | 9.19 | 2.86 | 5.57 | ||
Vanguard Tax-Managed Balanced Adm | 10.51B | 14.33 | 5.59 | 7.71 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.47B | 9.73 | 2.04 | 5.00 | ||
Vanguard Wellesley Income Inv | 8.94B | 9.11 | 2.77 | 5.49 | ||
BlackRock Multi-Asset Income Instl | 5.88B | 9.78 | 3.29 | 4.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 4.25% | - | 10.84 | - | - | |
United States Treasury Notes 3.5% | - | 10.74 | - | - | |
DHT Holdings Inc | MHY2065G1219 | 2.62 | 9.450 | +1.83% | |
Apple | US0378331005 | 2.25 | 258.20 | +1.15% | |
Microsoft | US5949181045 | 1.74 | 439.33 | +0.94% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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