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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 916 | 1037 | 1052 | 1269 | 1688 |
Fund Return | 3.71% | -8.38% | 3.71% | 1.71% | 4.87% | 5.38% |
Place in category | 431 | 526 | 431 | 159 | 219 | 122 |
% in Category | 64 | 74 | 64 | 27 | 36 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard Total Intl Stock Index Adm | 72.9B | 5.14 | 0.67 | 5.06 | ||
Fidelity Series Global ex US Index | 50.22B | 5.35 | 0.85 | 4.86 | ||
Strategic Advisers International I | 44.17B | 5.63 | 0.87 | 6.01 | ||
Vanguard Total Intl Stock Index I | 39.79B | 5.18 | 0.69 | 5.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.06 | 550.2 | -4.41% | |
ASML Holding | NL0010273215 | 1.63 | 746.30 | +0.97% | |
MSCI EAFE Index Future Dec 24 | - | 1.50 | - | - | |
SAP | DE0007164600 | 1.48 | 256.030 | -0.32% | |
Nestle | CH0038863350 | 1.36 | 74.56 | +0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Neutral |
Technical Indicators | BUY | Strong Sell | Neutral |
Summary | Neutral | Strong Sell | Neutral |
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