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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 919 | 1041 | 1056 | 1351 | 1990 |
Fund Return | 4.14% | -8.06% | 4.14% | 1.83% | 6.2% | 7.13% |
Place in category | 392 | 480 | 392 | 144 | 69 | 20 |
% in Category | 58 | 67 | 58 | 24 | 10 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.03B | 11.90 | 4.44 | 8.81 | ||
MFS Value R6 | 20.22B | 12.02 | 4.55 | 8.92 | ||
MFS Growth R6 | 18.65B | 31.79 | 7.36 | 15.22 | ||
MFS Growth I | 15.03B | 31.67 | 7.26 | 15.11 | ||
MFS Intl Diversification I | 14.04B | 6.41 | 0.29 | 6.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard Total Intl Stock Index Adm | 72.9B | 5.14 | 0.67 | 5.06 | ||
Fidelity International Index Inst | 51.28B | 3.71 | 1.71 | 5.38 | ||
Fidelity Series Global ex US Index | 50.22B | 5.35 | 0.85 | 4.86 | ||
Strategic Advisers International I | 44.17B | 5.63 | 0.87 | 6.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schneider Electric | FR0000121972 | 3.04 | 269.80 | +2.64% | |
Hitachi | JP3788600009 | 2.94 | 3,929.0 | +4.13% | |
SAP | DE0007164600 | 2.91 | 262.300 | 0.00% | |
Air Liquide | FR0000120073 | 2.62 | 162.40 | +0.96% | |
Compass | GB00BD6K4575 | 2.60 | 2,726.00 | +0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Sell | BUY |
Summary | Buy | Neutral | Strong Buy |
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