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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1012 | 1069 | 1061 | 1364 | 1882 |
Fund Return | 1.36% | 1.17% | 6.91% | 1.98% | 6.41% | 6.53% |
Place in category | 293 | 300 | 285 | 187 | 202 | 132 |
% in Category | 91 | 93 | 92 | 59 | 74 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 75.99B | 1.53 | 3.31 | 6.19 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 2.58 | 2.42 | 7.40 | ||
American Funds Income Fund of A R6 | 20.19B | 1.65 | 3.61 | 6.49 | ||
American Funds Income Fund of Ame | 13.24B | 1.62 | 3.51 | 6.38 | ||
American Funds Growth and Inc A | 11.42B | 3.24 | 3.65 | 7.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 2.51 | 118.61 | +0.80% | |
Procter&Gamble | US7427181091 | 2.35 | 166.54 | +0.47% | |
Prologis | US74340W1036 | 2.25 | 110.00 | +1.59% | |
Coca-Cola | US1912161007 | 1.71 | 63.15 | +0.08% | |
J&J | US4781601046 | 1.71 | 152.70 | +0.87% |
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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