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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1052 | 1216 | 1296 | 1791 | 3128 |
Fund Return | 3.29% | 5.16% | 21.6% | 9.03% | 12.36% | 12.08% |
Place in category | 592 | 1021 | 988 | 986 | 921 | 549 |
% in Category | 42 | 70 | 69 | 75 | 77 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.95B | 4.16 | 7.09 | 9.68 | ||
MFS Value R6 | 20.18B | 4.15 | 7.20 | 9.79 | ||
MFS Growth R6 | 18.62B | 4.12 | 12.56 | 15.91 | ||
MFS Instl International Equity | 17.6B | 5.56 | 5.16 | 7.55 | ||
MFS Growth I | 15.02B | 4.11 | 12.46 | 15.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.19 | 409.75 | -1.46% | |
Alphabet A | US02079K3059 | 5.58 | 185.34 | -3.27% | |
NVIDIA | US67066G1040 | 5.52 | 129.84 | +0.90% | |
Amazon.com | US0231351067 | 5.33 | 229.15 | -4.05% | |
Apple | US0378331005 | 4.46 | 227.63 | -2.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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