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Unsurprisingly, given the increase in volatility in equity markets during the Refinitiv Lipper fund-flows week ended Sept. 22, 2021, investors turned their backs on equity ETFs and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1034 | 1162 | 1264 | 1707 | 2559 |
Fund Return | 3.75% | 3.38% | 16.23% | 8.13% | 11.29% | 9.85% |
Place in category | 133 | 165 | 228 | 119 | 101 | 42 |
% in Category | 31 | 38 | 56 | 35 | 35 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JHancock Disciplined Value I | 8.2B | 5.26 | 9.73 | 10.16 | ||
John Hancock Variable Insurance Tri | 7.66B | 2.76 | 11.55 | 13.41 | ||
JHVIT Strategic Equity Allocation T | 7.14B | 3.49 | 8.47 | 10.13 | ||
JHancock Disciplined Value Mid Cap6 | 6.42B | 3.75 | 8.24 | 9.97 | ||
JHancock Multimanager Lifestyle Gr | 6.11B | 3.07 | 4.96 | 7.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.71B | 2.94 | 6.84 | 9.34 | ||
Vanguard Mid-Cap Value Index Admira | 12.96B | 2.59 | 6.68 | 9.03 | ||
Victory Sycamore Established Value6 | 10.52B | 3.72 | 8.25 | 11.35 | ||
MFS Mid Cap Value R6 | 9.37B | 3.30 | 7.80 | 9.93 | ||
Bridge Builder Small/Mid Cap Value | 8.6B | 3.59 | 7.82 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.34 | 530.48 | -1.95% | |
Howmet | US4432011082 | 1.92 | 129.83 | -6.22% | |
AutoZone | US0533321024 | 1.76 | 3,368.98 | -1.11% | |
LPL Financial | US50212V1008 | 1.75 | 372.13 | -1.93% | |
Fifth Third | US3167731005 | 1.57 | 42.88 | -1.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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