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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1023 | 1105 | 1163 | 1452 | 2070 |
Fund Return | 5.56% | 2.35% | 10.5% | 5.16% | 7.74% | 7.55% |
Place in category | 51 | 174 | 284 | 82 | 72 | 20 |
% in Category | 6 | 24 | 39 | 14 | 10 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.92B | 4.16 | 7.09 | 9.68 | ||
MFS Value R6 | 20.25B | 4.15 | 7.20 | 9.79 | ||
MFS Growth R6 | 18.57B | 4.12 | 12.56 | 15.91 | ||
MFS Growth I | 15.03B | 4.11 | 12.46 | 15.80 | ||
MFS Intl Diversification I | 14.8B | 4.07 | 3.15 | 6.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard Total Intl Stock Index Adm | 75.09B | 3.34 | 2.76 | 5.39 | ||
Fidelity International Index Inst | 54.17B | 4.99 | 4.72 | 5.81 | ||
Fidelity Series Global ex US Index | 52.06B | 3.81 | 2.98 | 5.25 | ||
Strategic Advisers International I | 47.02B | 4.74 | 4.16 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 3.07 | 273.600 | -0.49% | |
Schneider Electric | FR0000121972 | 2.99 | 257.40 | +1.10% | |
Hitachi | JP3788600009 | 2.95 | 4,193.0 | -2.87% | |
Air Liquide | FR0000120073 | 2.61 | 178.40 | +3.25% | |
Compass | GB00BD6K4575 | 2.58 | 2,794.00 | -0.50% |
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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