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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1058 | 1152 | 1156 | 1435 | 1619 |
Fund Return | 5.79% | 5.79% | 15.25% | 4.96% | 7.49% | 4.94% |
Place in category | 275 | 275 | 194 | 97 | 181 | 108 |
% in Category | 34 | 34 | 29 | 17 | 27 | 29 |
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 Total Intl Stock Index Inv | 191.19B | 4.34 | 1.83 | 4.38 | ||
Vanguard Total Intl Stock Index Adm | 73.1B | 4.30 | 1.88 | 4.45 | ||
Fidelity Series Global ex US Index | 45.57B | 4.69 | 1.96 | 4.28 | ||
Vanguard Total Intl Stock Index I | 39.57B | 4.32 | 1.91 | 4.48 | ||
Vanguard Total Intl Stock Idx Instl | 32.67B | 4.32 | 1.92 | 4.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MSCI EAFE Index Future Mar 24 | - | 3.02 | - | - | |
Novo Nordisk B | DK0062498333 | 2.29 | 882.6 | +3.66% | |
ASML Holding | NL0010273215 | 2.24 | 854.20 | +0.90% | |
Nestle | CH0038863350 | 1.63 | 92.16 | +0.88% | |
Toyota Motor | JP3633400001 | 1.50 | 3,576.0 | -0.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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