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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 976 | 1121 | 1108 | 1545 | 2589 |
Fund Return | 12.07% | -2.41% | 12.07% | 3.49% | 9.08% | 9.98% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Managed Account Portfolio | 912.36M | 10.72 | 2.30 | 7.00 | ||
Growth Managed Account Portfolio MA | 641.24M | 16.92 | 5.47 | 8.70 | ||
Aggressive Managed Account Portfoli | 587.28M | 14.60 | 4.05 | 9.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NT Government STIF | - | 5.24 | - | - | |
AIG | US0268747849 | 4.42 | 75.09 | +0.64% | |
Abbott Labs | US0028241000 | 3.90 | 113.48 | -0.38% | |
ConocoPhillips | US20825C1045 | 3.75 | 105.85 | +0.23% | |
Bank of America | US0605051046 | 3.56 | 46.53 | -0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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