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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1026 | 1113 | 1111 | 1343 | 1908 |
Fund Return | 2.71% | 2.56% | 11.33% | 3.56% | 6.07% | 6.67% |
Place in category | 222 | 478 | 574 | 545 | 486 | 267 |
% in Category | 26 | 64 | 79 | 79 | 77 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.34B | 4.16 | 7.09 | 9.68 | ||
MFS Value R6 | 20.46B | 4.15 | 7.20 | 9.79 | ||
MFS Growth R6 | 18.7B | 4.12 | 12.56 | 15.91 | ||
MFS Instl International Equity | 18.07B | 5.56 | 5.16 | 7.55 | ||
MFS Growth I | 15.15B | 4.11 | 12.46 | 15.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.89B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.24B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 42.26B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MFS Government Securities R6 | - | 9.61 | - | - | |
MFS Total Return Bond R6 | - | 8.59 | - | - | |
MFS Value R6 | - | 7.87 | - | - | |
MFS Research R6 | - | 7.19 | - | - | |
MFS Growth R6 | - | 7.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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