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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1279 | 1119 | 1279 | 1383 | 2045 | 2753 |
Fund Return | 27.95% | 11.85% | 27.95% | 11.41% | 15.38% | 10.66% |
Place in category | 181 | 555 | 181 | 103 | 321 | 458 |
% in Category | 13 | 39 | 13 | 9 | 31 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.66B | 15.77 | 7.05 | 9.65 | ||
MFS Value R6 | 20.96B | 15.84 | 7.16 | 9.77 | ||
MFS Growth R6 | 17.06B | 23.73 | 5.74 | 14.88 | ||
MFS Instl International Equity | 16.27B | 11.75 | 5.21 | 7.31 | ||
MFS Intl Diversification I | 14.75B | 12.47 | 1.81 | 6.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 15.67 | 7.97 | - | ||
Fidelity 500 Index Institutional Pr | 568.29B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.15 | 405.72 | +1.00% | |
Apple | US0378331005 | 6.89 | 220.91 | +0.04% | |
Amazon.com | US0231351067 | 3.90 | 175.40 | +2.34% | |
NVIDIA | US67066G1040 | 3.52 | 106.47 | +3.54% | |
Alphabet C | US02079K1079 | 2.66 | 149.54 | -1.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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