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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1080 | 1058 | 1217 | 1779 | 1730 |
Fund Return | 7.95% | 7.95% | 5.83% | 6.78% | 12.21% | 5.63% |
Place in category | 185 | 185 | 365 | 133 | 208 | 110 |
% in Category | 23 | 23 | 54 | 21 | 33 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 597.55B | -4.28 | 9.05 | 12.49 | ||
Fidelity Contrafund | 133.27B | -4.05 | 13.09 | 14.36 | ||
Fidelity Total Market Index Instl b | 100.03B | -4.87 | 8.14 | 11.74 | ||
Fidelity Blue Chip Growth | 54.94B | -13.06 | 10.03 | 15.84 | ||
Fidelity Series Global ex US Index | 52.22B | 6.14 | 5.03 | 5.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 209.79B | 5.46 | 4.59 | 5.14 | ||
Vanguard Total Intl Stock Index Adm | 76.18B | 5.51 | 4.65 | 5.21 | ||
Fidelity Series Global ex US Index | 52.22B | 6.14 | 5.03 | 5.09 | ||
Strategic Advisers International I | 45.83B | 7.61 | 6.38 | 6.21 | ||
Vanguard Total Intl Stock Index I | 40.99B | 5.51 | 4.67 | 5.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MSCI EAFE Index Future Mar 25 | - | 2.20 | - | - | |
Novo Nordisk B | DK0062498333 | 1.65 | 435.9 | +3.71% | |
SAP | DE0007164600 | 1.64 | 228.800 | +1.78% | |
ASML Holding | NL0010273215 | 1.60 | 590.00 | +2.20% | |
Nestle | CH0038863350 | 1.43 | 86.05 | +1.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | BUY | BUY |
Summary | Strong Sell | Neutral | Buy |
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