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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1021 | 1239 | 1035 | 1446 | 2164 |
Fund Return | 7.85% | 2.13% | 23.87% | 1.15% | 7.65% | 8.02% |
Place in category | 308 | 118 | 286 | 282 | 244 | 111 |
% in Category | 88 | 36 | 82 | 87 | 82 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 26.52B | 13.96 | 6.05 | 9.35 | ||
MFS Value R6 | 21.43B | 14.05 | 6.16 | 9.46 | ||
MFS Growth R6 | 18.89B | 24.92 | 5.72 | 14.85 | ||
MFS Instl International Equity | 16.94B | 7.41 | 3.64 | 7.21 | ||
MFS Intl Diversification I | 14.32B | 9.68 | 1.28 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.57B | 13.45 | 4.80 | 7.98 | ||
American Funds Capital World Gr R6 | 36.11B | 13.75 | 5.15 | 8.34 | ||
Templeton Growth Adv | 193.77M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 52.72M | 6.35 | 4.03 | 3.73 | ||
Templeton Growth R6 | 289.92M | 6.83 | 4.60 | 4.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Visa A | US92826C8394 | 2.73 | 308.62 | +0.12% | |
Schneider Electric | FR0000121972 | 2.57 | 244.25 | -0.45% | |
Thermo Fisher Scientific | US8835561023 | 2.40 | 521.24 | -2.21% | |
Medtronic | IE00BTN1Y115 | 2.39 | 86.37 | +0.43% | |
Charles Schwab | US8085131055 | 2.26 | 80.70 | +0.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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