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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1047 | 1168 | 1038 | 1472 | 1906 |
Fund Return | 4.66% | 4.66% | 16.8% | 1.24% | 8.05% | 6.66% |
Place in category | 55 | 56 | 42 | 12 | 14 | 2 |
% in Category | 58 | 65 | 43 | 11 | 13 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Company I | 12.44B | 6.53 | 0.44 | 5.10 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.22B | 8.79 | 0.20 | 5.33 | ||
Victory Trivalent International SmI | 2.84B | 8.69 | -1.27 | 5.91 | ||
Fidelity Advisor International Smai | 1.22B | 4.65 | 1.24 | 6.68 | ||
AB International Small Cap Adv | 865.28M | 7.44 | -1.53 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rheinmetall AG | DE0007030009 | 1.89 | 532.800 | +1.72% | |
Intl Games System | TW0003293007 | 1.54 | 1,040.00 | -4.15% | |
Ashtead Technology Holdings | GB00BLH42507 | 1.45 | 752.00 | -2.97% | |
Talanx AG | DE000TLX1005 | 1.08 | 75.000 | -0.66% | |
Renesas Electronics Corp | JP3164720009 | 1.05 | 2,960.0 | -1.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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