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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1013 | 1075 | 1077 | 1399 | 1979 |
Fund Return | 1.55% | 1.29% | 7.46% | 2.5% | 6.95% | 7.06% |
Place in category | 278 | 299 | 280 | 129 | 156 | 81 |
% in Category | 88 | 93 | 92 | 40 | 57 | 39 |
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 | 118.17 | +0.42% | |
Procter&Gamble | US7427181091 | 2.35 | 166.27 | +0.31% | |
Prologis | US74340W1036 | 2.25 | 110.10 | +1.68% | |
Coca-Cola | US1912161007 | 1.71 | 63.19 | +0.13% | |
J&J | US4781601046 | 1.71 | 152.37 | +0.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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