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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1073 | 1220 | 1098 | 1695 | 2787 |
Fund Return | 7.74% | 7.27% | 22.03% | 3.17% | 11.13% | 10.79% |
Place in category | 68 | 51 | 85 | 35 | 57 | 99 |
% in Category | 14 | 13 | 19 | 8 | 15 | 24 |
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% | |
---|---|---|---|---|---|---|
T. Rowe Price Mid-Cap Growth I | 12.29B | 2.15 | 0.66 | - | ||
T. Rowe Price Mid-Cap Growth | 12.18B | 2.11 | 0.53 | 10.72 | ||
Principal MidCap Institutional | 12.21B | 3.94 | 4.54 | 12.12 | ||
Vanguard Mid-Cap Growth Index Admir | 11.29B | 2.05 | 0.43 | 10.29 | ||
T. Rowe Price New Horizons I | 11.02B | -3.06 | -8.15 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apollo Global Management Inc Class A | - | 2.66 | - | - | |
W.W. Grainger Inc | - | 2.48 | - | - | |
Copart Inc | - | 2.47 | - | - | |
TransDigm Group Inc | - | 2.44 | - | - | |
Cardinal Health Inc | - | 2.33 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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