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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 952 | 1097 | 1146 | 1674 | 2231 |
Fund Return | 2.13% | -4.77% | 9.71% | 4.63% | 10.86% | 8.36% |
Place in category | 1114 | 1138 | 1079 | 1045 | 891 | 565 |
% in Category | 92 | 97 | 93 | 96 | 85 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 19.43B | -3.05 | 11.78 | 15.50 | ||
American Century Growth Inv | 9.49B | -2.12 | 11.64 | 14.25 | ||
American Century Select Inv | 4.56B | -1.96 | 11.62 | 14.08 | ||
American Century Heritage Inv | 3.93B | 0.13 | 8.53 | 10.19 | ||
American Century Mid Cap Value R6 | 2.88B | 3.86 | 5.99 | 8.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.86B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.61 | 241.63 | +1.10% | |
Exxon Mobil | US30231G1022 | 2.52 | 115.50 | -0.35% | |
Berkshire Hathaway B | US0846707026 | 2.35 | 521.91 | -1.29% | |
J&J | US4781601046 | 2.32 | 163.63 | +0.37% | |
Gilead | US3755581036 | 2.01 | 107.08 | +1.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Sell | Strong Sell | Buy |
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