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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1030 | 1160 | 1039 | 1540 | - |
Fund Return | 1.31% | 2.99% | 16.02% | 1.28% | 9.02% | - |
Place in category | 343 | 303 | 218 | 271 | 149 | - |
% in Category | 78 | 72 | 55 | 74 | 45 | - |
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 Mid Cap Index Adm | 61.13B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 36.56B | 0.06 | -2.61 | 8.55 | ||
Fidelity Mid Cap Index Fund Institu | 33.44B | 2.74 | 2.41 | 9.40 | ||
Vanguard Extended Market Index Inst | 30.81B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 24.79B | 0.05 | -2.62 | 8.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vertiv Holdings Co Class A | - | 0.77 | - | - | |
PulteGroup Inc | - | 0.71 | - | - | |
Builders FirstSource Inc | - | 0.70 | - | - | |
Vistra Corp | - | 0.68 | - | - | |
Deckers Outdoor Corp | - | 0.66 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Neutral |
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