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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 973 | 1089 | 1147 | 1445 | 2224 |
Fund Return | 8.92% | -2.69% | 8.92% | 4.68% | 7.64% | 8.32% |
Place in category | 310 | 319 | 310 | 216 | 254 | 108 |
% in Category | 71 | 71 | 71 | 60 | 72 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 22.11B | 29.55 | 7.83 | 16.44 | ||
American Century Growth Inv | 10.71B | 26.21 | 7.43 | 14.96 | ||
American Century Select Inv | 5.14B | 26.16 | 7.85 | 15.00 | ||
American Century Heritage Inv | 4.47B | 24.85 | 2.67 | 10.93 | ||
American Century Equity Income Inv | 2.96B | 10.53 | 3.61 | 7.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.71B | 7.09 | 4.88 | 8.68 | ||
JHancock Disciplined Value Mid Cap | 14.89B | 10.31 | 6.13 | 9.27 | ||
Vanguard Mid-Cap Value Index Admira | 12.69B | 14.03 | 4.85 | 8.50 | ||
Victory Sycamore Established Value6 | 10.67B | 10.24 | 5.86 | 10.80 | ||
MFS Mid Cap Value R6 | 9.65B | 14.11 | 5.59 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Zimmer Biomet | US98956P1021 | 2.99 | 108.16 | -1.21% | |
Enterprise Products Partners LP | US2937921078 | 2.01 | 33.13 | +1.47% | |
Henry Schein | US8064071025 | 1.99 | 79.57 | -0.54% | |
Conagra Brands | US2058871029 | 1.93 | 25.46 | -1.66% | |
Edison | US2810201077 | 1.82 | 52.44 | -2.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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