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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 978 | 1342 | 1003 | 1510 | 2176 |
Fund Return | 9.65% | -2.21% | 34.19% | 0.09% | 8.6% | 8.08% |
Place in category | 232 | 303 | 135 | 440 | 329 | 181 |
% in Category | 38 | 52 | 22 | 80 | 67 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.11B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 | ||
Vanguard Tax-Managed Small Cap Adm | 8.36B | 6.40 | 1.90 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini Russell 2000 Index Future Sept 24 | - | 0.69 | - | - | |
FTAI Aviation | KYG3730V1059 | 0.48 | 173.71 | -0.71% | |
Insmed | US4576693075 | 0.45 | 73.15 | -0.89% | |
Sprouts Farmers | US85208M1027 | 0.39 | 147.13 | +0.85% | |
Fabrinet | KYG3323L1005 | 0.33 | 230.43 | +0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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