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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 930 | 1194 | 1150 | 1398 | 1853 |
Fund Return | 0.89% | -7.03% | 19.4% | 4.78% | 6.93% | 6.36% |
Place in category | 51 | 52 | 52 | 43 | 38 | 37 |
% in Category | 89 | 89 | 89 | 79 | 69 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24B | 6.13 | 8.77 | 9.24 | ||
MFS Value R6 | 19.42B | 6.14 | 8.89 | 9.35 | ||
MFS Instl International Equity | 18.32B | 7.60 | 7.08 | 7.15 | ||
MFS Growth R6 | 16.16B | -0.57 | 12.92 | 14.62 | ||
MFS Intl Diversification I | 14.77B | 5.91 | 5.08 | 6.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.15B | 3.25 | 9.62 | 9.08 | ||
Franklin Utilities Adv | 1.33B | 3.25 | 9.79 | 9.24 | ||
Franklin Utilities C | 191.18M | 3.14 | 9.07 | 8.53 | ||
Franklin Utilities R | 101.25M | 3.18 | 9.23 | 8.70 | ||
Franklin Utilities R6 | 267.37M | 3.25 | 9.85 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 11.14 | 72.92 | -1.50% | |
Constellation Energy | US21037T1097 | 8.20 | 215.35 | +3.25% | |
PG E | US69331C1080 | 6.03 | 16.22 | +0.19% | |
Xcel Energy | US98389B1008 | 4.98 | 68.85 | +0.17% | |
DTE Energy | US2333311072 | 4.88 | 131.36 | -0.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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