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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1003 | 956 | 1178 | 1143 | 1288 | 1883 |
Fund Return | 0.31% | -4.43% | 17.77% | 4.57% | 5.19% | 6.53% |
Place in category | 54 | 55 | 53 | 44 | 34 | 34 |
% in Category | 90 | 94 | 89 | 80 | 60 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.16B | 4.16 | 7.09 | 9.68 | ||
MFS Value R6 | 20.42B | 4.15 | 7.20 | 9.79 | ||
MFS Growth R6 | 18.74B | 4.12 | 12.56 | 15.91 | ||
MFS Instl International Equity | 17.62B | 5.56 | 5.16 | 7.55 | ||
MFS Growth I | 15.09B | 4.11 | 12.46 | 15.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities C | 5.3B | 0.76 | 7.87 | 7.76 | ||
Franklin Utilities R | 5.3B | 0.81 | 8.03 | 7.93 | ||
Franklin Utilities R6 | 268.46M | 0.84 | 8.63 | 8.55 | ||
Franklin Utilities A | 3.2B | 0.80 | 8.39 | 8.30 | ||
Franklin Utilities Adv | 5.3B | 0.79 | 8.56 | 8.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 11.08 | 69.27 | +0.10% | |
PG E | US69331C1080 | 7.72 | 15.60 | -0.89% | |
Constellation Energy | US21037T1097 | 6.07 | 311.80 | -0.65% | |
Sempra Energy | US8168511090 | 4.97 | 82.08 | -0.27% | |
Xcel Energy | US98389B1008 | 4.97 | 67.12 | -1.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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