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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1059 | 1158 | 1182 | 1607 | 2356 |
Fund Return | 4.19% | 5.91% | 15.84% | 5.72% | 9.95% | 8.95% |
Place in category | 84 | 45 | 124 | 87 | 84 | 44 |
% in Category | 21 | 13 | 36 | 30 | 26 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.1B | 4.68 | 5.60 | 9.02 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.31B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 12.54B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.27B | 3.71 | 6.17 | 11.09 | ||
Fidelity Valu | 7.98B | 3.13 | 6.71 | 9.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hartford | US4165151048 | 1.56 | 101.89 | +0.55% | |
Toll Brothers | US8894781033 | 1.52 | 127.04 | +0.44% | |
Cencora Inc | US03073E1055 | 1.31 | 224.58 | +0.22% | |
Leidos | US5253271028 | 1.28 | 147.51 | +0.46% | |
Diamondback Energy Inc | - | 1.26 | - | - |
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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