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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1011 | 1202 | 954 | 1519 | 2122 |
Fund Return | 2.72% | 1.14% | 20.19% | -1.56% | 8.72% | 7.81% |
Place in category | 384 | 396 | 351 | 496 | 375 | 203 |
% in Category | 61 | 68 | 61 | 87 | 73 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
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 Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.42B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 | ||
Strategic Advisers Small-Mid Cap | 9.43B | 5.62 | 1.05 | 8.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer Inc | - | 1.91 | - | - | |
MicroStrategy Inc Class A | - | 0.94 | - | - | |
E-mini Russell 2000 Index Future June 24 | - | 0.62 | - | - | |
Comfort Systems USA Inc | - | 0.42 | - | - | |
e.l.f. Beauty Inc | - | 0.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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