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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1233 | 1062 | 1306 | 1289 | 1661 | 2541 |
Fund Return | 23.28% | 6.15% | 30.61% | 8.84% | 10.69% | 9.78% |
Place in category | 401 | 515 | 318 | 869 | 634 | 278 |
% in Category | 33 | 44 | 27 | 79 | 63 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 8.35B | 22.35 | 10.87 | 12.78 | ||
Eaton Vance Atlanta Capital SMID R6 | 6.02B | 22.40 | 10.93 | 12.87 | ||
Eaton Vance National Municipal IncI | 3.42B | 3.95 | 0.51 | 3.15 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.33B | 28.13 | 10.90 | 12.82 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.5B | 28.40 | 11.18 | 13.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 41.02B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.63 | 242.31 | +1.64% | |
Home Depot | US4370761029 | 3.09 | 396.14 | +0.94% | |
NextEra Energy | US65339F1012 | 3.02 | 72.91 | +0.58% | |
Micron | US5951121038 | 2.70 | 89.28 | -0.49% | |
Ingersoll Rand | US45687V1061 | 2.68 | 92.35 | +0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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