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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1011 | 1202 | 954 | 1519 | 2122 |
Fund Return | 2.72% | 1.14% | 20.19% | -1.56% | 8.72% | 7.81% |
Place in category | 384 | 396 | 351 | 496 | 375 | 203 |
% in Category | 61 | 68 | 61 | 87 | 73 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 126.28B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 11.45B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 91.97B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 63.32B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 51.46B | 0.49 | 0.15 | 8.46 | ||
Vanguard Small Cap Index I | 20.64B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 15.32B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 0.49 | 0.17 | 8.49 | ||
Strategic Advisers Small-Mid Cap | 10.02B | 1.19 | -0.15 | 8.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer Inc | - | 1.91 | - | - | |
MicroStrategy Inc Class A | - | 0.94 | - | - | |
E-mini Russell 2000 Index Future June 24 | - | 0.62 | - | - | |
Comfort Systems USA Inc | - | 0.42 | - | - | |
e.l.f. Beauty Inc | - | 0.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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