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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1052 | 1198 | 1000 | 1484 | 2107 |
Fund Return | 5.19% | 5.19% | 19.83% | -0.02% | 8.21% | 7.74% |
Place in category | 366 | 366 | 265 | 509 | 395 | 205 |
% in Category | 54 | 54 | 44 | 88 | 75 | 56 |
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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.2B | 7.52 | 3.80 | 8.94 | ||
Vanguard Small Cap Index I | 22.05B | 7.52 | 3.81 | 8.95 | ||
DFA US Small Cap I | 15.32B | 5.06 | 5.65 | 8.52 | ||
Vanguard Small Cap Index InstlPlus | 11.06B | 7.52 | 3.82 | 8.96 | ||
Strategic Advisers Small-Mid Cap | 10.12B | 8.26 | 3.60 | 8.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer | US86800U1043 | 1.00 | 782.70 | +2.65% | |
E-mini Russell 2000 Index Future Mar 24 | - | 0.46 | - | - | |
ELF Beauty | US26856L1035 | 0.35 | 160.05 | -0.30% | |
Onto Innovation | US6833441057 | 0.32 | 200.82 | +2.61% | |
Fabrinet | KYG3323L1005 | 0.32 | 178.96 | +2.74% |
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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