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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1060 | 1197 | 1302 | 1941 | 2705 |
Fund Return | 13.16% | 6.04% | 19.68% | 9.19% | 14.19% | 10.46% |
Place in category | 138 | 118 | 135 | 39 | 17 | 13 |
% in Category | 72 | 62 | 68 | 25 | 14 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AXA 500 Managed Volatility Portfoli | 8.22B | 20.35 | 7.90 | 11.96 | ||
EQ/Equity 500 Index Portfolio Clasb | 6.97B | 19.07 | 8.78 | 12.32 | ||
AXA Aggressive Strategy Portfolio C | 5.52B | 12.53 | 3.26 | 7.66 | ||
AXA Growth Strategy Fund Class IB | 4.91B | 13.19 | 4.59 | 7.20 | ||
AXA Large Cap Growth Managed Vol IB | 4.78B | 22.57 | 9.02 | 14.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 54.18B | 15.13 | 8.72 | 10.28 | ||
Vanguard Windsor II Admiral | 50.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.42B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.71B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.44 | 120.38 | -0.64% | |
Chevron | US1667641005 | 3.29 | 156.63 | -0.09% | |
Berkshire Hathaway B | US0846707026 | 3.19 | 462.02 | +0.41% | |
CVS Health Corp | US1266501006 | 2.62 | 56.77 | -0.53% | |
Citigroup | US1729674242 | 2.54 | 68.68 | +0.84% |
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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