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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1003 | 1112 | 987 | 1056 | 1277 |
Fund Return | 1.46% | 0.32% | 11.16% | -0.43% | 1.1% | 2.48% |
Place in category | 127 | 101 | 130 | 51 | 55 | 35 |
% in Category | 71 | 54 | 77 | 33 | 38 | 31 |
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 Long-Term Tax-Exempt Adm | 16.94B | 1.60 | -0.26 | 2.80 | ||
Vanguard High-Yield Tax-Exempt Adm | 14.29B | 3.12 | -0.00 | 3.24 | ||
MainStay Tax-Free Bond I | 7.59B | 1.28 | -0.61 | 2.63 | ||
Wells Fargo Municipal Bond Inst | 4.61B | 1.99 | -0.05 | 2.56 | ||
Franklin Federal Tax-Free Income A | 4.44B | 3.06 | -0.48 | 2.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
METROPOLITAN TRANSN AUTH N Y REV 4% | - | 0.83 | - | - | |
WASHINGTON ST 5% | - | 0.82 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 5% | - | 0.81 | - | - | |
ILLINOIS FIN AUTH REV 5% | - | 0.75 | - | - | |
MASSACHUSETTS ST 5.25% | - | 0.72 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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