Please try another search
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1287 | 1263 | 1412 | 1699 | 1669 | 3182 |
| Fund Return | 28.7% | 26.3% | 41.24% | 19.32% | 10.78% | 12.27% |
| Place in category | 22 | 2 | 80 | 65 | 52 | 34 |
| % in Category | 5 | 1 | 16 | 15 | 17 | 11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 827.51B | 10.20 | 20.60 | 15.49 | ||
| Fidelity Contrafund | 166.5B | 10.43 | 26.73 | 18.16 | ||
| Fidelity Total Market Index Instl b | 138.38B | 11.11 | 20.46 | 15.04 | ||
| Fidelity Growth Company | 89.71B | 23.38 | 32.11 | 23.85 | ||
| Fidelity International Index Inst | 84.56B | 10.08 | 16.73 | 9.83 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Value Index Admi | 22.9B | 15.82 | 16.08 | 10.99 | ||
| DFA US Small Cap Value I | 19.06B | 18.63 | 17.06 | 11.93 | ||
| DFA US Targeted Value I | 16.37B | 18.48 | 17.05 | 12.27 | ||
| Invesco SmallCapValue Y | 6.71B | 34.85 | 31.54 | 19.10 | ||
| Vanguard Small Cap Value Index I | 6.91B | 15.83 | 16.09 | 11.00 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| MaxLinear | - | 3.60 | 91.30 | -4.70% | |
| Old National Bancorp | - | 2.34 | 26.21 | +0.15% | |
| Bel Fuse B | - | 1.93 | 272.58 | +1.83% | |
| Bank of N.T. Butterfield Son | BMG0772R2087 | 1.91 | 60.42 | +0.45% | |
| Terex | - | 1.86 | 67.47 | +4.39% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review