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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1058 | 1171 | 1207 | 1846 | 2537 |
Fund Return | 4.22% | 5.84% | 17.1% | 6.47% | 13.04% | 9.76% |
Place in category | 27 | 87 | 164 | 217 | 72 | 47 |
% in Category | 5 | 20 | 33 | 53 | 23 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.55B | 3.62 | 8.63 | 9.43 | ||
DFA US Small Cap Value I | 16.45B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.56B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.17B | 4.33 | 19.01 | 13.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eastern Bankshares | US27627N1054 | 2.93 | 18.84 | -1.62% | |
Brookfield Infra | CA11276H1064 | 2.64 | 59.19 | -0.50% | |
Graphic Packaging | US3886891015 | 2.54 | 26.44 | -2.04% | |
Beacon Roofing | US0736851090 | 2.44 | 119.70 | -0.66% | |
Insight Enterprises | US45765U1034 | 2.26 | 167.47 | -1.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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