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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 1007 | 1067 | 959 | 1359 | 1860 |
Fund Return | -1.12% | 0.72% | 6.75% | -1.37% | 6.33% | 6.4% |
Place in category | 65 | 66 | 30 | 3 | 8 | 4 |
% in Category | 44 | 47 | 28 | 4 | 13 | 5 |
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% | |
---|---|---|---|---|---|---|
MFS International New Discovery R6 | 4.97B | -0.66 | -2.21 | 4.38 | ||
T. Rowe Price International Discove | 3.75B | 2.03 | -7.11 | - | ||
Artisan International Small Cap Ins | 2.95B | -2.84 | -6.28 | - | ||
Oppenheimer International Small-MiI | 2.59B | -5.40 | -6.33 | 6.62 | ||
T. Rowe Price International Discov | 2.34B | 1.97 | -7.25 | 6.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lagercrantz B | SE0014990966 | 3.56 | 170.20 | +2.47% | |
Addtech | SE0014781795 | 3.15 | 242.80 | +1.93% | |
Spectris | GB0003308607 | 3.03 | 3,330.0 | +0.48% | |
CTS Eventim AG | DE0005470306 | 2.73 | 81.200 | -2.99% | |
Aalberts Industries | NL0000852564 | 2.53 | 47.40 | +0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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