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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1020 | 1229 | 1065 | 1636 | 2254 |
Fund Return | 7.59% | 2.04% | 22.9% | 2.12% | 10.35% | 8.46% |
Place in category | 688 | 1091 | 553 | 1061 | 733 | 441 |
% in Category | 54 | 88 | 46 | 96 | 72 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 21.03B | 13.58 | 8.77 | 15.85 | ||
American Century Growth Inv | 10.52B | 12.58 | 9.73 | 14.40 | ||
American Century Select Inv | 4.95B | 11.11 | 9.08 | 14.48 | ||
American Century Heritage Inv | 3.95B | 8.00 | 0.51 | 10.12 | ||
American Century Mid Cap Value R6 | 3.14B | 3.56 | 4.57 | 8.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.21B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 4.08 | - | - | |
Berkshire Hathaway Inc Class B | - | 2.31 | - | - | |
Exxon Mobil Corp | - | 2.21 | - | - | |
Johnson & Johnson | - | 1.75 | - | - | |
Cummins Inc | - | 1.71 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | BUY | BUY |
Summary | Sell | Buy | Buy |
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