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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1020 | 1042 | 1124 | 1349 | 2169 |
Fund Return | 2.89% | 2.04% | 4.2% | 3.97% | 6.16% | 8.05% |
Place in category | 1005 | 1098 | 1145 | 969 | 980 | 520 |
% in Category | 78 | 87 | 96 | 86 | 93 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 19.66B | 6.80 | 5.69 | 15.51 | ||
American Century Growth Inv | 9.97B | 6.92 | 7.18 | 14.19 | ||
American Century Select Inv | 4.64B | 4.60 | 6.26 | 14.13 | ||
American Century Heritage Inv | 3.99B | 6.67 | -0.93 | 10.23 | ||
American Century Mid Cap Value R6 | 3.35B | 1.17 | 4.11 | 8.77 |
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 % | |
---|---|---|---|---|---|
Johnson & Johnson | - | 5.31 | - | - | |
Medtronic | IE00BTN1Y115 | 5.06 | 85.92 | +0.33% | |
Colgate-Palmolive Co | - | 2.61 | - | - | |
Exxon Mobil Corp | - | 2.39 | - | - | |
Becton Dickinson & Co | - | 2.38 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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