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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 958 | 1089 | 1143 | 1529 | 2050 |
Fund Return | 2.72% | -4.16% | 8.87% | 4.56% | 8.86% | 7.44% |
Place in category | 107 | 118 | 266 | 308 | 343 | 173 |
% in Category | 32 | 32 | 65 | 80 | 94 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzGI Income & Growth Instituti | 2B | 1.63 | 5.55 | 7.48 | ||
AllianzGI Income & Growth A | 1.86B | 1.60 | 5.34 | 7.17 | ||
AllianzGI Focused Growth A | 766.14M | -0.63 | 16.92 | 15.72 | ||
AllianzGI Technology Institutional | 690.82M | -4.67 | 12.43 | 17.54 | ||
AllianzGI Income & Growth C | 729.54M | 1.44 | 4.51 | 6.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 20.95B | 0.88 | 6.36 | 8.48 | ||
JHancock Disciplined Value Mid Cap | 13.15B | 2.15 | 7.34 | 9.04 | ||
Vanguard Mid-Cap Value Index Admira | 12.89B | 2.61 | 6.94 | 8.47 | ||
Victory Sycamore Established Value6 | 9.85B | 1.70 | 7.31 | 10.52 | ||
MFS Mid Cap Value R6 | 8.86B | 0.75 | 6.83 | 9.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JD.com Inc Adr | US47215P1066 | 2.34 | 40.37 | -0.93% | |
Truist Financial Corp | US89832Q1094 | 2.10 | 39.84 | -0.18% | |
Rexford Inl Rty | US76169C1009 | 1.94 | 39.15 | -1.06% | |
First Financial Bankshares | US32020R1095 | 1.94 | 35.05 | +0.20% | |
Commerce Bancshares | US2005251036 | 1.87 | 59.68 | +0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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