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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1039 | 1176 | 1120 | 1311 | 1901 |
Fund Return | 11.57% | 3.88% | 17.62% | 3.85% | 5.56% | 6.63% |
Place in category | 275 | 71 | 247 | 189 | 244 | 106 |
% in Category | 84 | 36 | 75 | 69 | 89 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Trust Preferred Sec & Inc I | 147.77M | 11.56 | 1.78 | 4.90 | ||
First Trust/Confluence Small Cap Vi | 18.56M | 13.37 | 0.54 | 6.11 | ||
First Trust/Confluence Small Cap Va | 1.9M | 13.13 | 0.95 | 6.11 | ||
First Confluence Small Cap Value C | 229.29K | 12.35 | 0.29 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.44B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.48B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Balanced | 38.91B | 18.78 | 6.78 | 9.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Goldman Sachs Group, Inc. 4.482% | - | 0.56 | - | - | |
American Water Capital Corp 5.15% | - | 0.52 | - | - | |
AstraZeneca Finance LLC 4.8% | - | 0.52 | - | - | |
Berry Global Inc 5.65% | - | 0.52 | - | - | |
Firstenergy Transmission Llc 4.35% | - | 0.49 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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