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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1125 | 1014 | 1277 | 1218 | 1612 | 2340 |
Fund Return | 12.46% | 1.41% | 27.75% | 6.81% | 10.03% | 8.87% |
Place in category | 909 | 950 | 826 | 719 | 671 | 411 |
% in Category | 77 | 79 | 71 | 65 | 67 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.86B | 15.64 | 7.46 | 12.43 | ||
Eaton Vance Atlanta Capital SMID R6 | 5.93B | 15.68 | 7.52 | 12.52 | ||
Eaton Vance National Municipal IncI | 3.38B | 1.96 | 0.15 | 2.94 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.21B | 21.21 | 8.44 | 12.50 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.43B | 21.44 | 8.72 | 12.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.49B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Thermo Fisher Scientific | US8835561023 | 3.00 | 512.98 | -0.24% | |
Reinsurance of America | US7593516047 | 2.74 | 231.64 | +0.09% | |
Charles Schwab | US8085131055 | 2.67 | 82.25 | +0.59% | |
NextEra Energy | US65339F1012 | 2.65 | 77.49 | +1.11% | |
AbbVie | US00287Y1091 | 2.60 | 181.14 | +2.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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