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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1209 | 1062 | 1245 | 1271 | 1482 | 1913 |
Fund Return | 20.88% | 6.24% | 24.51% | 8.32% | 8.19% | 6.7% |
Place in category | 57 | 51 | 57 | 45 | 35 | 41 |
% in Category | 95 | 86 | 95 | 80 | 61 | 88 |
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 A | 3.2B | 0.80 | 8.39 | 8.30 | ||
Franklin Utilities Adv | 5.3B | 0.79 | 8.56 | 8.46 | ||
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 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 12.74 | 69.27 | +0.10% | |
PG E | US69331C1080 | 6.96 | 15.60 | -0.89% | |
Constellation Energy | US21037T1097 | 6.87 | 311.80 | -0.65% | |
DTE Energy | US2333311072 | 4.71 | 122.56 | -0.11% | |
Sempra Energy | US8168511090 | 4.61 | 82.08 | -0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Strong Sell | Strong Buy |
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