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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1066 | 1205 | 963 | 1584 | 3095 |
Fund Return | 6.75% | 6.63% | 20.48% | -1.24% | 9.63% | 11.96% |
Place in category | 51 | 62 | 55 | 84 | 56 | 13 |
% in Category | 9 | 11 | 12 | 21 | 15 | 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% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 18.24B | 0.74 | -1.14 | 9.97 | ||
Vanguard Small Cap Growth Index Adm | 13.08B | 0.20 | -4.74 | 8.12 | ||
Neuberger Berman Genesis R6 | 4.49B | -0.57 | 0.29 | 9.21 | ||
T. Rowe Price Instl Small-Cap Stock | 4.29B | -1.54 | -2.80 | 9.39 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.34B | 2.27 | -0.22 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer | US86800U1043 | 2.59 | 784.51 | -5.25% | |
Applied Industrial Technologies | US03820C1053 | 1.33 | 193.00 | +0.79% | |
MicroStrategy | US5949724083 | 1.11 | 1,524.49 | -1.07% | |
FTAI Aviation | KYG3730V1059 | 1.07 | 84.32 | +3.74% | |
Wix.Com Ltd | IL0011301780 | 0.97 | 161.10 | -0.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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