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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 987 | 1012 | 974 | 1032 | 1206 |
Fund Return | 1.24% | -1.34% | 1.24% | -0.88% | 0.63% | 1.89% |
Place in category | 23 | 18 | 23 | 11 | 12 | 5 |
% in Category | 58 | 53 | 58 | 36 | 36 | 19 |
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 MA Tax-Exempt Inv | 2.88B | 0.19 | 0.16 | 2.24 | ||
Nuveen MA Municipal Bond I | 334.14M | -0.04 | -0.70 | 1.75 | ||
Nuveen MA Municipal Bond A | 215.26M | 0.05 | -0.89 | 1.54 | ||
MFS MA Municipal Bond A | 182.66M | 3.54 | -0.41 | 2.12 | ||
Deutsche Massachusetts Tax-Free S | 164.56M | 2.82 | -0.79 | 1.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MASSACHUSETTS ST 5% | - | 3.04 | - | - | |
MASSACHUSETTS ST 5% | - | 2.59 | - | - | |
MASSACHUSETTS ST 5% | - | 2.24 | - | - | |
MASSACHUSETTS ST 3% | - | 1.72 | - | - | |
MASSACHUSETTS ST TPK AUTH MET HWY SYS REV 0% | - | 1.67 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | BUY | Sell |
Summary | Strong Buy | Buy | Sell |
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