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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 991 | 993 | 1023 | 987 | 1074 | 1231 |
Fund Return | -0.94% | -0.75% | 2.26% | -0.45% | 1.43% | 2.1% |
Place in category | 188 | 163 | 186 | 44 | 56 | 63 |
% in Category | 61 | 53 | 58 | 16 | 26 | 34 |
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 Interm-Term Tx-Ex Adm | 69.96B | -0.98 | -0.52 | 2.32 | ||
Bridge Builder Municipal Bond | 14.28B | -0.63 | -0.44 | - | ||
American Funds Tax-Exempt Bond A | 11.72B | -1.09 | -1.07 | 2.34 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
American Funds Tax-Exempt Bond F2 | 5.62B | -1.02 | -0.89 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CHANDLER ARIZ INDL DEV AUTH INDL DEV REV 5% | - | 0.55 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 5% | - | 0.47 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 4% | - | 0.43 | - | - | |
SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV 5% | - | 0.40 | - | - | |
GRAND PARKWAY TRANSN CORP TEX SYS TOLL REV 5% | - | 0.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Neutral | Sell | Sell |
Summary | Neutral | Sell | Sell |
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