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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
12/8/23
Bridge Builder Large Cap Growth Fund
BBGLX | Fund | Other
$21.78
+0.28%
$22.02 B
0.55%
$0.12
24.07%
5.93%
14.75%
-
0.46%
Fidelity Large Cap Growth Index Fund
FSPGX | Fund | Other
$28.73
+0.49%
$15.74 B
0.36%
$0.10
32.62%
9.14%
17.73%
-
0.03%
Fidelity Series Overseas Fund
FSOSX | Fund | Other
$12.37
-1.20%
$13.05 B
1.57%
$0.20
12.99%
2.61%
-
-
0.01%
Fidelity Series International Growth Fund
FIGSX | Fund | Other
$16.34
-0.85%
$12.88 B
1.21%
$0.20
14.32%
2.15%
10.36%
6.93%
0.01%
Fidelity Series Growth Company Fund
FCGSX | Fund | Other
$19.35
+0.78%
$12.70 B
0.44%
$0.08
35.05%
7.03%
21.83%
17.42%
-
Fidelity SAI U.S. Quality Index Fund
FUQIX | Fund | Other
$18.63
-1.22%
$12.59 B
1.35%
$0.25
20.67%
9.51%
14.81%
-
0.11%
Fidelity Nasdaq Composite Index Fund
FNCMX | Fund | Other
$183.60
+0.44%
$12.46 B
0.63%
$1.16
32.46%
6.33%
16.70%
14.37%
0.37%
Fidelity Series Opportunistic Insights Fund
FVWSX | Fund | Other
$18.15
-0.44%
$8.64 B
0.00%
$0.00
31.26%
6.56%
14.19%
12.47%
-
Fidelity Series Blue Chip Growth Fund
FSBDX | Fund | Other
$15.00
+0.54%
$8.18 B
0.62%
$0.09
43.92%
6.63%
21.22%
16.32%
0.01%
Putnam Investment Funds - Putnam Large Cap Growth Fd USD Cls R6
PGOEX | Fund | Other
$57.18
+1.28%
$7.49 B
0.00%
$0.00
32.81%
7.05%
17.11%
15.28%
0.64%
Putnam Investment Funds - Putnam Large Cap Growth Fd USD Cls R5
PGODX | Fund | Other
$57.10
+1.28%
$7.49 B
0.00%
$0.00
32.71%
6.95%
16.99%
15.15%
0.74%
PRIMECAP Odyssey Growth Fund
POGRX | Fund | Other
$39.34
+0.85%
$6.69 B
0.53%
$0.21
12.69%
6.58%
10.30%
11.15%
0.66%
Putnam Sustainable Leaders Fund - Putnam Sustainable Leaders Fund Class R6
PSLGX | Fund | Other
$117.45
+0.79%
$5.54 B
0.00%
$0.00
17.23%
5.96%
14.71%
-
0.70%
Fidelity International Capital Appreciation Fund
FIVFX | Fund | Other
$25.34
+0.36%
$4.26 B
0.40%
$0.10
17.29%
1.47%
10.59%
7.59%
0.99%
NICHOLAS FUND INC
NICSX | Fund | Other
$86.37
+0.78%
$3.43 B
0.15%
$0.13
25.50%
10.85%
15.30%
11.15%
0.71%
GE Asset Management - Elfun Trusts
ELFNX | Fund | Other
$75.70
+0.34%
$3.36 B
0.99%
$0.75
26.76%
9.77%
12.34%
11.07%
0.18%
Old Westbury All Cap Core Fund
OWACX | Fund | Other
$24.11
+0.58%
$2.97 B
0.17%
$0.04
18.21%
6.40%
13.28%
9.62%
0.97%
SEQUOIA FUND INC
SEQUX | Fund | Other
$150.39
+0.89%
$2.95 B
0.00%
$0.00
18.84%
1.99%
9.76%
6.25%
1.09%
Fidelity Focused Stock Fund
FTQGX | Fund | Other
$29.42
+1.10%
$2.69 B
0.69%
$0.20
31.26%
6.30%
17.50%
12.97%
0.80%
Fidelity Trend Fund
FTRNX | Fund | Other
$150.18
+0.91%
$2.55 B
0.00%
-
34.19%
6.00%
16.85%
13.75%
0.58%
Wilmington Trust Collective Investment Trust R ClearBridge Large Cap Growth Fund
WCBLRX | Fund | Other
$18.92
+0.48%
$2.52 B
0.00%
-
36.02%
6.08%
-
-
0.60%
Wilmington Trust Collective Investment Trust -R3- ClearBridge Large Cap Growth Fund
WCBLEX | Fund | Other
$18.86
+0.86%
$2.52 B
0.00%
-
34.52%
5.63%
-
-
0.45%
Wilmington Trust Collective Investment Trust -R2- ClearBridge Large Cap Growth Fund
WCBLTX | Fund | Other
$18.80
+0.86%
$2.52 B
0.00%
-
34.38%
5.57%
-
-
0.50%
Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Growth Portfolio
DUSLX | Fund | Other
$30.49
+0.40%
$2.41 B
1.38%
$0.42
18.03%
7.71%
13.46%
11.92%
0.18%
Vanguard Diversified Equity Fund
VDEQX | Fund | Investor
$43.76
+0.85%
$2.33 B
0.59%
$0.26
17.68%
5.30%
13.04%
10.92%
0.35%
Schwab Select Large Cap Growth Fund
LGILX | Fund | Other
$24.25
+0.62%
$1.91 B
0.00%
$0.00
36.94%
3.71%
13.50%
11.83%
0.75%
BNY Mellon Large Cap Securities Fund, Inc.
DREVX | Fund | Other
$16.50
+0.49%
$1.77 B
0.34%
$0.06
24.22%
10.40%
15.09%
11.88%
0.71%
Wilmington Trust Collective Investment Trust -I1- Large Cap Growth Fund
WLCGIX | Fund | Other
$19.09
+0.53%
$1.55 B
0.00%
-
36.55%
6.44%
-
-
0.29%
Wlmg Coll Invst Shs -R1- Large Cap Growth Fund
WLCGRX | Fund | Other
$18.98
+0.90%
$1.55 B
0.00%
-
34.80%
5.81%
-
-
0.29%
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