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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1249 | 1076 | 1310 | 1316 | 1594 | 2361 |
Fund Return | 24.88% | 7.64% | 31.04% | 9.6% | 9.77% | 8.97% |
Place in category | 198 | 177 | 265 | 766 | 809 | 498 |
% in Category | 18 | 16 | 24 | 69 | 79 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Growth Leaders I | 3.16B | 46.86 | 4.42 | 15.84 | ||
Lord Abbett Calibrated Dividend GrA | 2.64B | 28.36 | 10.72 | 11.72 | ||
Lord Abbett Natl Tax-Free Income A | 2.7B | 4.50 | -1.03 | 2.60 | ||
Lord Abbett Intermediate Tax Free I | 2.66B | 3.70 | -0.21 | 2.30 | ||
Lord Abbett Growth Leaders A | 2.41B | 46.50 | 4.16 | 15.55 |
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 | 40.64B | 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 | 3.52 | 240.85 | -1.00% | |
UnitedHealth | US91324P1021 | 3.46 | 513.67 | +0.13% | |
Exxon Mobil | US30231G1022 | 3.43 | 107.74 | -0.11% | |
NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025) | US65339F7134 | 3.12 | - | - | |
Walmart | US9311421039 | 3.00 | 91.43 | +0.72% |
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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