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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1217 | 1102 | 1366 | 1161 | 1610 | 2412 |
Fund Return | 21.69% | 10.17% | 36.57% | 5.11% | 9.99% | 9.2% |
Place in category | 182 | 111 | 118 | 414 | 351 | 178 |
% in Category | 29 | 20 | 18 | 73 | 68 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 107.41B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 66.2B | 37.89 | 9.30 | 17.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 23.28 | 7.50 | 10.06 | ||
Vanguard Small Cap Index I | 24.71B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.47B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 23.30 | 7.52 | 10.09 | ||
Vanguard Tax-Managed Small Cap Adm | 9.25B | 18.08 | 6.28 | 10.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini Russell 2000 Index Future Dec 24 | - | 0.76 | - | - | |
Vaxcyte | US92243G1085 | 0.51 | 85.91 | -1.34% | |
FTAI Aviation | KYG3730V1059 | 0.50 | 129.38 | +1.05% | |
Insmed | US4576693075 | 0.42 | 70.53 | -0.08% | |
Sprouts Farmers | US85208M1027 | 0.41 | 131.43 | +1.57% |
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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