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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1039 | 1062 | 929 | 1276 | 1402 |
Fund Return | 4.6% | 3.94% | 6.24% | -2.41% | 4.99% | 3.44% |
Place in category | 29 | 36 | 60 | 70 | 64 | 31 |
% in Category | 26 | 44 | 70 | 87 | 76 | 67 |
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% | |
---|---|---|---|---|---|---|
Vanguard European Stock Index Adm | 4.88B | 2.23 | 3.16 | 4.08 | ||
Vanguard European Stock Index I | 815.78M | 2.22 | 3.17 | 4.10 | ||
DFA Continental Small Company I | 824.04M | 0.10 | -0.49 | 5.58 | ||
T. Rowe Price European Stock | 501.95M | 2.55 | 0.63 | 3.44 | ||
Brown Advisory WMC Strat Eurp Eq In | 326.2M | 8.22 | 6.69 | 6.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 6.45 | 903.3 | -1.05% | |
ASML Holding | NL0010273215 | 5.73 | 853.00 | -0.71% | |
Louis Vuitton | FR0000121014 | 3.42 | 783.20 | -0.36% | |
AstraZeneca | GB0009895292 | 3.33 | 12,110.0 | -0.46% | |
SAP | DE0007164600 | 3.22 | 177.020 | +0.16% |
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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