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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1034 | 1153 | 1220 | 1587 | 2449 |
Fund Return | 4.92% | 3.39% | 15.31% | 6.84% | 9.67% | 9.37% |
Place in category | 563 | 868 | 507 | 397 | 400 | 177 |
% in Category | 41 | 67 | 43 | 37 | 40 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 14.19B | 7.08 | 6.65 | 15.49 | ||
AB International Strat Eqs Adv | 6.76B | 9.36 | 2.07 | - | ||
AB Large Cap Growth Z | 6.48B | 7.10 | 6.73 | - | ||
AB Intermediate Diversified Muni A | 4.92B | -0.46 | -0.46 | 1.48 | ||
AB Intermediate Diversified Muni Ad | 4.92B | -0.38 | -0.21 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.54B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 4.11 | - | - | |
Wells Fargo & Co | - | 3.98 | - | - | |
Berkshire Hathaway Inc Class B | - | 3.49 | - | - | |
Elevance Health Inc | - | 3.41 | - | - | |
Qualcomm Inc | - | 3.21 | - | - |
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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