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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1015 | 1231 | 1096 | 1691 | 2470 |
Fund Return | 5.68% | 1.51% | 23.11% | 3.1% | 11.07% | 9.47% |
Place in category | 260 | 255 | 223 | 218 | 174 | 56 |
% in Category | 61 | 61 | 55 | 62 | 53 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 58.11B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 37.64B | 0.06 | -2.61 | 8.55 | ||
Vanguard Extended Market Index Inst | 29.08B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 23.06B | 0.05 | -2.62 | 8.54 | ||
Vanguard Mid Cap Index I | 21.88B | 2.73 | 2.40 | 9.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trane Technologies | IE00BK9ZQ967 | 0.67 | 319.03 | +0.18% | |
Amphenol | US0320951017 | 0.65 | 130.64 | -0.17% | |
Parker-Hannifin | US7010941042 | 0.64 | 516.14 | +0.18% | |
Transdigm | US8936411003 | 0.61 | 1,310.00 | -1.85% | |
Phillips 66 | US7185461040 | 0.58 | 138.07 | -0.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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