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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 984 | 1162 | 1307 | 1754 | 2274 |
Fund Return | 4.72% | -1.63% | 16.16% | 9.32% | 11.9% | 8.56% |
Place in category | 580 | 626 | 429 | 443 | 762 | 521 |
% in Category | 47 | 52 | 40 | 44 | 75 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Growth Leaders I | 2.73B | -2.48 | 10.87 | 14.96 | ||
Lord Abbett Natl Tax-Free Income A | 2.71B | 1.03 | 0.23 | 2.38 | ||
Lord Abbett Intermediate Tax Free I | 2.69B | 1.59 | 1.16 | 2.22 | ||
Lord Abbett Calibrated Dividend GrA | 2.62B | 3.01 | 11.79 | 11.31 | ||
Lord Abbett Growth Leaders A | 2.12B | -2.50 | 10.61 | 14.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.52B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.56 | 229.14 | -1.33% | |
Walmart | US9311421039 | 3.46 | 87.44 | -0.43% | |
Exxon Mobil | US30231G1022 | 3.25 | 109.16 | -2.36% | |
Philip Morris | US7181721090 | 2.84 | 152.10 | +1.00% | |
Entergy | US29364G1031 | 2.55 | 82.38 | +2.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Sell | BUY |
Summary | Strong Sell | Sell | Buy |
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