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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1182 | 1042 | 1340 | 1221 | 1556 | 2299 |
Fund Return | 18.2% | 4.25% | 34% | 6.87% | 9.25% | 8.68% |
Place in category | 170 | 159 | 159 | 694 | 810 | 468 |
% in Category | 16 | 16 | 16 | 63 | 80 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Growth Leaders I | 3.25B | 31.05 | 0.27 | 14.85 | ||
Lord Abbett Natl Tax-Free Income A | 2.71B | 2.72 | -1.18 | 2.45 | ||
Lord Abbett Calibrated Dividend GrA | 2.76B | 22.30 | 8.58 | 11.53 | ||
Lord Abbett Intermediate Tax Free I | 2.65B | 2.31 | -0.37 | 2.17 | ||
Lord Abbett Growth Leaders A | 2.43B | 30.76 | 0.02 | 14.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.31B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.52 | 248.55 | +1.55% | |
UnitedHealth | US91324P1021 | 3.46 | 590.87 | -1.11% | |
Exxon Mobil | US30231G1022 | 3.43 | 121.79 | -0.11% | |
NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025) | US65339F7134 | 3.12 | - | - | |
Walmart | US9311421039 | 3.00 | 90.44 | +2.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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