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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1063 | 1320 | 1273 | 1998 | 3309 |
Fund Return | 8.38% | 6.31% | 32.04% | 8.38% | 14.84% | 12.71% |
Place in category | 126 | 140 | 25 | 229 | 27 | 38 |
% in Category | 8 | 9 | 3 | 17 | 3 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer Fundamental Growth Y | 4.68B | 7.10 | 8.38 | 14.00 | ||
Pioneer Multi Asset Income Y | 2.31B | 3.84 | 5.47 | 5.74 | ||
Pioneer Disciplined Growth A | 1.89B | 3.99 | 6.63 | 13.20 | ||
Pioneer Core Equity A | 1.83B | 3.81 | 4.34 | 10.45 | ||
Pioneer Fundamental Growth A | 1.46B | 6.99 | 8.11 | 13.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.61 | - | - | |
NVIDIA Corp | - | 5.66 | - | - | |
Martin Marietta Materials Inc | - | 5.34 | - | - | |
Alphabet Inc Class A | - | 5.25 | - | - | |
Apple Inc | - | 4.37 | - | - |
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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