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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1041 | 1129 | 1178 | 1536 | 2371 |
Fund Return | 4.68% | 4.07% | 12.91% | 5.6% | 8.97% | 9.02% |
Place in category | 640 | 672 | 748 | 710 | 582 | 263 |
% in Category | 46 | 51 | 62 | 62 | 57 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value R6 | 20.78B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.64B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 15.16B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.13B | 1.34 | 4.16 | 6.28 | ||
MFS Research International R6 | 14.22B | 1.64 | 0.55 | 4.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 51.96B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 48.41B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.16B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 36.41B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.93 | 198.75 | +0.63% | |
Progressive | US7433151039 | 3.38 | 215.79 | +0.97% | |
Cigna | US1255231003 | 3.20 | 348.40 | -0.73% | |
ConocoPhillips | US20825C1045 | 2.75 | 121.88 | -0.60% | |
McKesson | US58155Q1031 | 2.43 | 559.96 | +0.87% |
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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