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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 994 | 1024 | 978 | 1026 | 1084 |
Fund Return | -0.67% | -0.64% | 2.41% | -0.73% | 0.51% | 0.81% |
Place in category | 197 | 193 | 185 | 178 | 160 | 100 |
% in Category | 88 | 85 | 82 | 88 | 84 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 28.39B | -0.15 | 0.39 | 1.45 | ||
Vanguard Short-Term Tx-Ex Adm | 14.4B | 0.65 | 1.27 | 1.24 | ||
AB Diversified Municipal | 4.87B | -0.35 | -0.32 | 1.64 | ||
AB Intermediate Diversified Muni A | 4.87B | -0.43 | -0.51 | 1.41 | ||
AB Intermediate Diversified Muni Ad | 4.87B | -0.32 | -0.26 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5% | - | 1.06 | - | - | |
METROPOLITAN WASH D C ARPTS AUTH ARPT SYS REV 5% | - | 0.84 | - | - | |
KING CNTY WASH SWR REV 0.875% | - | 0.78 | - | - | |
LONG IS PWR AUTH N Y ELEC SYS REV 0.85% | - | 0.73 | - | - | |
CONNECTICUT ST HEALTH & EDL FACS AUTH REV 2.8% | - | 0.73 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Buy | Strong Sell | Neutral |
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