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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1061 | 1172 | 1251 | 1536 | 1586 |
Fund Return | 5.4% | 6.13% | 17.24% | 7.74% | 8.96% | 4.72% |
Place in category | 32 | 55 | 14 | 18 | 5 | 19 |
% in Category | 10 | 14 | 4 | 7 | 3 | 7 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.53B | 1.75 | 4.02 | 3.76 | ||
Vanguard International Value Inv | 13.43B | 1.51 | 1.28 | 3.85 | ||
DFA International Value I | 8.97B | 5.20 | 7.76 | 4.39 | ||
Oakmark International Institutional | 8.65B | -2.73 | -1.50 | - | ||
Causeway International Value Instl | 8.92B | 1.18 | 6.55 | 4.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell PLC ADR (Representing - Ordinary Shares) | - | 4.10 | - | - | |
TotalEnergies SE | FR0000120271 | 2.99 | 66.95 | +0.74% | |
Hitachi | JP3788600009 | 2.80 | 14,445.0 | +0.94% | |
Toyota Motor | JP3633400001 | 2.76 | 3,436.0 | +2.51% | |
BHP Group Ltd | AU000000BHP4 | 2.61 | 44.890 | +0.79% |
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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