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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1056 | 1159 | 1131 | 1521 | 2027 |
Fund Return | 5.59% | 5.59% | 15.85% | 4.19% | 8.74% | 7.32% |
Place in category | 255 | 255 | 240 | 214 | 117 | 95 |
% in Category | 82 | 82 | 75 | 69 | 41 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 74.91B | 4.32 | 5.16 | 6.65 | ||
Vanguard LifeStrategy Growth Inv | 20.47B | 6.06 | 4.75 | 7.81 | ||
American Funds Income Fund of A R6 | 19.95B | 4.40 | 5.47 | 6.96 | ||
American Funds Income Fund of Ame | 13.09B | 4.38 | 5.36 | 6.85 | ||
American Funds Growth and Inc A | 11.34B | 6.81 | 6.09 | 8.28 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.33 | 413.03 | -0.12% | |
Apple | US0378331005 | 2.26 | 183.90 | +1.20% | |
Amazon.com | US0231351067 | 1.60 | 189.17 | +0.25% | |
Alphabet A | US02079K3059 | 1.51 | 170.47 | +1.41% | |
MSCI EAFE Index Future Mar 24 | - | 1.31 | - | - |
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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