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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1042 | 1196 | 1272 | 1580 | 2317 |
Fund Return | 2.11% | 4.2% | 19.6% | 8.34% | 9.58% | 8.77% |
Place in category | 527 | 90 | 21 | 16 | 49 | 42 |
% in Category | 65 | 15 | 5 | 4 | 11 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert VP SRI Balanced Portfolio | 415.58M | 1.82 | 8.35 | 8.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.36B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 98.78B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 56.86B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 46.17B | 2.10 | 6.18 | 8.47 | ||
Fidelity Advisor Balanced I | 42.26B | 15.94 | 4.82 | 9.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.44 | 415.82 | +0.61% | |
NVIDIA | US67066G1040 | 4.27 | 128.68 | +3.08% | |
Apple | US0378331005 | 4.10 | 233.22 | +0.32% | |
Federal National Mortgage Association 5.5% | - | 3.84 | - | - | |
Amazon.com | US0231351067 | 2.95 | 238.83 | +1.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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