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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 984 | 1164 | 1317 | 1776 | 2332 |
Fund Return | 4.81% | -1.6% | 16.4% | 9.6% | 12.18% | 8.84% |
Place in category | 568 | 626 | 397 | 394 | 720 | 449 |
% in Category | 45 | 51 | 37 | 40 | 71 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.1B | 4.72 | 9.32 | 8.56 | ||
Lord Abbett Growth Leaders I | 2.61B | -2.48 | 10.87 | 14.96 | ||
Lord Abbett Natl Tax-Free Income A | 2.67B | 1.03 | 0.23 | 2.38 | ||
Lord Abbett Intermediate Tax Free I | 2.6B | 1.59 | 1.16 | 2.22 | ||
Lord Abbett Calibrated Dividend GrA | 2.53B | 3.01 | 11.79 | 11.31 |
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 | 40.49B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Walmart | US9311421039 | 3.60 | 85.15 | -0.56% | |
JPMorgan | US46625H1005 | 3.51 | 242.85 | -2.12% | |
Exxon Mobil | US30231G1022 | 3.09 | 117.73 | -0.14% | |
Philip Morris | US7181721090 | 2.94 | 155.16 | +0.10% | |
Entergy | US29364G1031 | 2.61 | 84.41 | +0.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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