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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1045 | 1193 | 1184 | 1523 | 2281 |
Fund Return | 2.64% | 4.54% | 19.25% | 5.79% | 8.77% | 8.6% |
Place in category | 457 | 364 | 201 | 321 | 369 | 206 |
% in Category | 69 | 59 | 32 | 59 | 72 | 51 |
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 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.14B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 | ||
Vanguard Tax-Managed Small Cap Adm | 8.71B | 2.93 | 5.43 | 9.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
FTAI Aviation | KYG3730V1059 | 0.59 | 129.31 | -10.09% | |
Sprouts Farmers | US85208M1027 | 0.53 | 143.32 | -15.59% | |
Insmed | US4576693075 | 0.41 | 81.06 | -3.05% | |
E-mini Russell 2000 Index Future Dec 24 | - | 0.40 | - | - | |
Vaxcyte | US92243G1085 | 0.39 | 79.74 | -3.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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