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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1078 | 1188 | 1322 | 1690 | 2415 |
Fund Return | 7.78% | 7.78% | 18.83% | 9.76% | 11.06% | 9.22% |
Place in category | 862 | 862 | 806 | 398 | 470 | 335 |
% in Category | 68 | 68 | 66 | 37 | 47 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 49.84B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 46.48B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.75B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 34.84B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.68 | 116.16 | -0.01% | |
Wells Fargo&Co | US9497461015 | 2.60 | 61.23 | +1.61% | |
J&J | US4781601046 | 2.57 | 148.95 | +0.15% | |
Merck&Co | US58933Y1055 | 2.56 | 129.48 | -0.69% | |
Comcast | US20030N1019 | 2.28 | 39.05 | +1.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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