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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1610 | 1225 | 2068 | 803 | 717 | 634 |
Fund Return | 60.97% | 22.55% | 106.81% | -7.04% | -6.45% | -4.45% |
Place in category | 17 | 15 | 48 | 52 | 50 | 35 |
% in Category | 31 | 23 | 66 | 74 | 76 | 66 |
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 Energy Adm | 3.89B | 8.01 | 18.17 | 0.37 | ||
Fidelity Select Energy | 2.41B | 14.07 | 31.43 | 3.08 | ||
JNL/Mellon Capital OilGas Sector Fa | 1.98B | 12.00 | 27.88 | 2.38 | ||
Vanguard Energy Inv | 1.91B | 7.99 | 18.07 | 0.29 | ||
Vanguard Energy Index Adm | 1.85B | 11.95 | 28.95 | 3.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ConocoPhillips | - | 8.89 | - | - | |
Enbridge Inc | - | 8.03 | - | - | |
Antero Resources Corp | - | 6.54 | - | - | |
Hess Corp | - | 6.44 | - | - | |
Devon Energy Corp | - | 4.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Neutral |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Buy | Buy |
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