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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1014 | 1085 | 1060 | 1354 | 1825 |
Fund Return | 0.66% | 1.37% | 8.51% | 1.98% | 6.25% | 6.2% |
Place in category | 635 | 450 | 555 | 300 | 305 | 222 |
% in Category | 82 | 58 | 73 | 46 | 48 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.85B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.58B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.77B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 14.92B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.34B | 1.34 | 4.16 | 6.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.17B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Goldman Sachs | US38141G1040 | 2.56 | 456.52 | +1.40% | |
United States Treasury Notes 0.38% | - | 2.45 | - | - | |
JPMorgan | US46625H1005 | 2.30 | 202.63 | +1.66% | |
5 Year Treasury Note Future June 24 | - | 2.13 | - | - | |
Charles Schwab | US8085131055 | 1.99 | 73.28 | +1.95% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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