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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1079 | 1181 | 1149 | 1557 | 1957 |
Fund Return | 7.94% | 7.94% | 18.12% | 4.72% | 9.27% | 6.95% |
Place in category | 116 | 116 | 53 | 30 | 49 | 45 |
% in Category | 31 | 31 | 18 | 12 | 21 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 118.35B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 10.73B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 59.85B | 11.57 | 11.66 | 12.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 65.88B | 7.44 | -0.16 | 5.58 | ||
Vanguard International Growth Adm | 37.57B | 5.29 | -5.68 | 7.73 | ||
American Funds Europacific Growth F | 20.81B | 7.43 | -0.27 | 5.47 | ||
American Funds Europacific Growth A | 20.27B | 7.37 | -0.52 | 5.21 | ||
WCM Focused International Growth I | 17.34B | 11.82 | 2.75 | 9.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 4.11 | 822.00 | -1.28% | |
Novo Nordisk B | DK0062498333 | 3.39 | 891.8 | -0.66% | |
Louis Vuitton | FR0000121014 | 2.45 | 775.90 | +0.19% | |
AstraZeneca | GB0009895292 | 2.20 | 12,198.0 | +0.23% | |
SAP | DE0007164600 | 2.17 | 169.525 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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