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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1013 | 1112 | 1071 | 1527 | 2068 |
Fund Return | 2.92% | 1.32% | 11.24% | 2.33% | 8.84% | 7.54% |
Place in category | 168 | 297 | 52 | 20 | 25 | 15 |
% in Category | 42 | 69 | 19 | 8 | 10 | 10 |
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 Europacific Growth R | 68.86B | 4.55 | -2.23 | 5.31 | ||
Vanguard International Growth Adm | 36.06B | 2.09 | -7.96 | 7.35 | ||
American Funds Europacific Growth F | 21.8B | 4.53 | -2.34 | 5.20 | ||
American Funds Europacific Growth A | 21.19B | 4.44 | -2.59 | 4.94 | ||
WCM Focused International Growth I | 18.34B | 5.18 | -1.20 | 8.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 7.05 | 853.00 | -0.71% | |
Novo Nordisk B | DK0062498333 | 5.63 | 903.3 | -1.05% | |
Louis Vuitton | FR0000121014 | 4.57 | 783.20 | -0.36% | |
Safran | FR0000073272 | 4.06 | 208.50 | +0.34% | |
Linde PLC | IE000S9YS762 | 4.05 | 397.000 | +0.35% |
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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