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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 922 | 1068 | 1192 | 1455 | 1747 |
Fund Return | 6.77% | -7.84% | 6.77% | 6.03% | 7.79% | 5.74% |
Place in category | 104 | 227 | 104 | 51 | 8 | 29 |
% in Category | 25 | 62 | 25 | 15 | 3 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.19B | 3.80 | 4.13 | 4.37 | ||
Vanguard International Value Inv | 12.66B | 1.04 | 1.21 | 4.61 | ||
Causeway International Value Instl | 10.08B | 3.70 | 7.18 | 5.54 | ||
DFA International Value I | 8.69B | 6.88 | 6.71 | 5.60 | ||
Templeton Foreign A | 1.39B | -2.48 | 4.09 | 3.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 3.61 | 64.94 | +0.33% | |
Hitachi | JP3788600009 | 2.75 | 3,810.0 | -2.53% | |
Rheinmetall AG | DE0007030009 | 2.71 | 650.000 | +0.12% | |
CRH | IE0001827041 | 2.32 | 7,530.0 | -0.97% | |
Santander | ES0113900J37 | 2.27 | 4.5685 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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