Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1129 | 1033 | 1185 | 1162 | 1434 | 1937 |
Fund Return | 12.91% | 3.28% | 18.55% | 5.14% | 7.47% | 6.83% |
Place in category | 509 | 331 | 432 | 272 | 347 | 225 |
% in Category | 71 | 50 | 59 | 42 | 55 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.6B | 19.50 | 8.82 | 9.57 | ||
MFS Value R6 | 19.9B | 19.61 | 8.94 | 9.69 | ||
MFS Growth R6 | 18.59B | 32.62 | 8.19 | 15.18 | ||
MFS Instl International Equity | 16.92B | 6.53 | 4.24 | 6.91 | ||
MFS Growth I | 14.89B | 32.51 | 8.09 | 15.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.44B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.48B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced I | 42.26B | 18.67 | 6.67 | 9.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Mar 25 | - | 2.91 | - | - | |
Charles Schwab | US8085131055 | 2.40 | 74.45 | +0.83% | |
Goldman Sachs | US38141G1040 | 2.08 | 580.13 | +0.90% | |
Medtronic | IE00BTN1Y115 | 1.69 | 80.95 | +0.91% | |
Bank of America | US0605051046 | 1.62 | 44.81 | +1.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review