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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1047 | 1168 | 1038 | 1472 | 1909 |
Fund Return | 4.65% | 4.65% | 16.78% | 1.24% | 8.04% | 6.68% |
Place in category | 56 | 59 | 43 | 11 | 15 | 1 |
% in Category | 55 | 68 | 41 | 10 | 14 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 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 | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Company I | 12.16B | 6.53 | 0.44 | 5.10 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.16B | 8.79 | 0.20 | 5.33 | ||
Victory Trivalent International SmI | 2.76B | 8.69 | -1.27 | 5.91 | ||
Fidelity International Small Cap | 1.6B | 4.66 | 1.24 | 6.66 | ||
AB International Small Cap Adv | 859.07M | 7.44 | -1.53 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rheinmetall AG | DE0007030009 | 1.89 | 495.100 | +0.02% | |
Intl Games System | TW0003293007 | 1.54 | 1,235.00 | +0.82% | |
Ashtead Technology Holdings | GB00BLH42507 | 1.45 | 724.00 | 0.00% | |
Talanx AG | DE000TLX1005 | 1.08 | 74.500 | +0.40% | |
Renesas Electronics Corp | JP3164720009 | 1.05 | 3,025.0 | +1.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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