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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1004 | 1079 | 1005 | 1060 | 1222 |
Fund Return | 0.99% | 0.37% | 7.89% | 0.17% | 1.18% | 2.02% |
Place in category | 208 | 144 | 231 | 67 | 84 | 65 |
% in Category | 73 | 53 | 84 | 28 | 37 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 73.97B | 1.40 | 0.26 | 2.27 | ||
Bridge Builder Municipal Bond | 15.51B | 1.69 | 0.23 | - | ||
American Funds Tax-Exempt Bond A | 11.97B | 2.00 | -0.13 | 2.28 | ||
Nuveen Intermediate Duration Muni | 6.94B | 1.81 | -0.10 | 2.31 | ||
American Funds Tax-Exempt Bond F2 | 5.79B | 2.15 | 0.05 | 2.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA HEALTH FACS FING AUTH REV 5% | - | 0.46 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 4% | - | 0.43 | - | - | |
SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV 5% | - | 0.40 | - | - | |
GRAND PARKWAY TRANSN CORP TEX SYS TOLL REV 5% | - | 0.39 | - | - | |
SOUTHEAST ALA GAS SUPPLY DIST GAS SUPPLY REV 5% | - | 0.37 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Sell | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Buy | Strong Sell | Neutral |
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