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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1011 | 1074 | 1071 | 1413 | 1953 |
Fund Return | 3.58% | 1.15% | 7.4% | 2.3% | 7.16% | 6.92% |
Place in category | 37 | 21 | 25 | 12 | 13 | 5 |
% in Category | 30 | 18 | 21 | 12 | 18 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 144.79B | 3.52 | 17.24 | 15.17 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 | ||
Fidelity Growth Company | 57.87B | -3.07 | 14.73 | 17.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS International New Discovery R6 | 4.67B | 1.92 | 1.31 | 4.72 | ||
Fidelity Series International Sm C | 3.82B | 3.58 | 3.68 | 7.33 | ||
T. Rowe Price International Discove | 3.17B | 2.00 | -0.83 | - | ||
Artisan International Small Cap Ins | 3.11B | 1.49 | -0.40 | - | ||
T. Rowe Price International Discov | 1.82B | 1.99 | -0.98 | 6.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lagercrantz B | SE0014990966 | 4.92 | 184.00 | -5.11% | |
iShares MSCI EAFE Small-Cap | US4642882736 | 4.75 | 56.98 | -2.70% | |
Addtech | SE0014781795 | 3.94 | 269.40 | -3.44% | |
Schwab amental Intl Small Company | US8085247489 | 3.34 | 32.78 | -3.11% | |
Azbil Corp | JP3937200008 | 3.13 | 1,034.0 | -6.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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