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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1025 | 1195 | 1292 | 1730 | 2671 |
Fund Return | 3.08% | 2.47% | 19.49% | 8.92% | 11.58% | 10.32% |
Place in category | 316 | 550 | 183 | 71 | 122 | 41 |
% in Category | 47 | 87 | 28 | 13 | 23 | 12 |
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 Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.7B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IES Holdings | US44951W1062 | 1.92 | 230.49 | -4.80% | |
Synovus | US87161C5013 | 1.34 | 55.97 | -1.58% | |
Brookfield Infra | CA11276H1064 | 1.16 | 59.19 | -0.50% | |
Commercial Metals | US2017231034 | 1.15 | 49.63 | -1.02% | |
Eagle Materials | US26969P1084 | 1.13 | 255.90 | -1.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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