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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1021 | 1165 | 1182 | 1655 | 2852 |
Fund Return | 4.16% | 2.1% | 16.48% | 5.73% | 10.6% | 11.05% |
Place in category | - | - | - | - | - | - |
% in Category | 48 | 78 | 71 | 85 | 53 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Managed Account Portfolio | 919.43M | 2.41 | 4.63 | 7.33 | ||
Growth Managed Account Portfolio MA | 639.88M | 2.94 | 6.16 | 8.91 | ||
Aggressive Managed Account Portfoli | 583.97M | 3.29 | 7.15 | 9.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 41.28B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Abbott Labs | US0028241000 | 4.71 | 137.71 | +0.09% | |
AIG | US0268747849 | 4.71 | 81.31 | +1.83% | |
Berkshire Hathaway B | US0846707026 | 4.03 | 498.50 | +0.53% | |
ConocoPhillips | US20825C1045 | 3.88 | 88.88 | -1.94% | |
Bank of America | US0605051046 | 3.50 | 42.29 | -0.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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