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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 | 169 | 158 | 158 | 691 | 808 | 467 |
% in Category | 16 | 15 | 16 | 63 | 80 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Growth Leaders I | 3.21B | 31.05 | 0.27 | 14.85 | ||
Lord Abbett Natl Tax-Free Income A | 2.7B | 2.72 | -1.18 | 2.45 | ||
Lord Abbett Calibrated Dividend GrA | 2.77B | 22.30 | 8.58 | 11.53 | ||
Lord Abbett Intermediate Tax Free I | 2.63B | 2.31 | -0.37 | 2.17 | ||
Lord Abbett Growth Leaders A | 2.39B | 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 | 54.18B | 15.13 | 8.72 | 10.28 | ||
Vanguard Windsor II Admiral | 50.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.25B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.71B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.94 | 243.18 | +0.84% | |
Exxon Mobil | US30231G1022 | 3.48 | 121.13 | +0.54% | |
UnitedHealth | US91324P1021 | 3.37 | 597.89 | -1.32% | |
Philip Morris | US7181721090 | 2.93 | 126.87 | +1.30% | |
Walmart | US9311421039 | 2.89 | 85.70 | +0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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