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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1018 | 1092 | 1149 | 1364 | - |
Fund Return | 4.97% | 1.81% | 9.25% | 4.72% | 6.4% | - |
Place in category | 171 | 260 | 414 | 124 | 218 | - |
% in Category | 23 | 38 | 60 | 23 | 36 | - |
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 Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard Total Intl Stock Index Adm | 75.09B | 3.34 | 2.76 | 5.39 | ||
Fidelity International Index Inst | 54.17B | 4.99 | 4.72 | 5.81 | ||
Fidelity Series Global ex US Index | 52.06B | 3.81 | 2.98 | 5.25 | ||
Strategic Advisers International I | 47.02B | 4.74 | 4.16 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 1.72 | 703.00 | -1.72% | |
Novo Nordisk B | DK0062498333 | 1.71 | 628.9 | -0.96% | |
SAP | DE0007164600 | 1.58 | 271.000 | -0.97% | |
MSCI EAFE Index Future Mar 25 | - | 1.37 | - | - | |
Nestle | CH0038863350 | 1.32 | 77.50 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Strong Buy | Buy | Buy |
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