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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 988 | 1192 | 1096 | 1072 | 1521 | - |
Fund Return | -1.21% | 19.22% | 9.65% | 2.35% | 8.75% | - |
Place in category | 479 | 298 | 481 | 351 | 286 | - |
% in Category | 63 | 38 | 58 | 52 | 49 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 284.62B | -1.01 | 11.69 | - | ||
Fidelity Contrafund | 128.94B | -1.13 | 15.11 | 15.20 | ||
Fidelity Contrafund K | 128.94B | -1.19 | 15.20 | 15.31 | ||
Fidelity Total Market Index Instl b | 57.45B | -0.33 | 12.33 | - | ||
Strategic Advisers Core | 51.47B | -0.85 | 11.49 | 12.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 178.46B | -0.10 | 3.00 | 4.97 | ||
Vanguard Total Intl Stock Index Adm | 73.16B | -0.12 | 3.06 | 5.04 | ||
Vanguard Total Intl Stock Idx Instl | 56.13B | -0.11 | 3.10 | 5.09 | ||
Vanguard Total Intl Stock Index I | 38.31B | -0.11 | 3.09 | 5.07 | ||
DFA International Core Equity I | 30.72B | -0.96 | 0.70 | 5.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MSCI EAFE Index TAS Future Mar 21 | - | 2.20 | - | - | |
Nestle | CH0038863350 | 2.10 | 95.00 | -1.25% | |
Roche Holding Participation | CH0012032048 | 1.51 | 297.95 | +0.30% | |
Novartis | CH0012005267 | 1.29 | 78.19 | -1.08% | |
ASML Holding | NL0010273215 | 1.27 | 465.35 | -2.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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