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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 973 | 1122 | 960 | 1096 | 1403 |
Fund Return | 1.61% | -2.74% | 12.21% | -1.34% | 1.84% | 3.45% |
Place in category | 28 | 65 | 101 | 98 | 165 | 125 |
% in Category | 16 | 33 | 45 | 48 | 79 | 83 |
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 REIT Index Adm | 20.51B | 1.66 | -1.41 | 4.55 | ||
Vanguard REIT Index I | 10.13B | 1.69 | -1.38 | 4.57 | ||
Vanguard Real Estate II Index Fund | 9.45B | 1.68 | -1.36 | - | ||
Cohen & Steers Instl Realty Shares | 7.71B | 1.11 | -0.55 | 6.17 | ||
DFA Real Estate Securities I | 7.15B | 0.77 | -1.22 | 5.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 6.82 | 117.35 | -1.00% | |
Equinix | US29444U7000 | 6.24 | 933.27 | -0.54% | |
American Tower | US03027X1000 | 5.97 | 188.84 | -0.48% | |
Welltower | US95040Q1040 | 4.42 | 142.59 | +0.14% | |
Digital | US2538681030 | 3.98 | 168.07 | -0.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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