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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1172 | 1071 | 1293 | 1215 | 1427 | 1919 |
Fund Return | 17.19% | 7.12% | 29.35% | 6.71% | 7.37% | 6.73% |
Place in category | 49 | 48 | 47 | 40 | 30 | 38 |
% in Category | 85 | 82 | 81 | 73 | 50 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 26.34B | 13.96 | 6.05 | 9.35 | ||
MFS Value R6 | 21.3B | 14.05 | 6.16 | 9.46 | ||
MFS Growth R6 | 18.6B | 24.92 | 5.72 | 14.85 | ||
MFS Instl International Equity | 17B | 7.41 | 3.64 | 7.21 | ||
MFS Intl Diversification I | 14.32B | 9.68 | 1.28 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities R6 | 281.57M | 29.73 | 10.78 | 9.16 | ||
Franklin Utilities A | 3.45B | 29.55 | 10.53 | 8.90 | ||
Franklin Utilities Adv | 1.41B | 29.67 | 10.70 | 9.07 | ||
Franklin Utilities C | 215.86M | 28.97 | 9.98 | 8.36 | ||
Franklin Utilities R | 108.79M | 29.10 | 10.16 | 8.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 13.12 | 77.48 | +1.10% | |
PG E | US69331C1080 | 6.57 | 21.50 | +1.46% | |
Constellation Energy | US21037T1097 | 6.53 | 266.73 | +7.15% | |
DTE Energy | US2333311072 | 4.70 | 125.44 | +0.21% | |
Sempra Energy | US8168511090 | 4.46 | 93.28 | -1.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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