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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1212 | 1063 | 1249 | 1283 | 1507 | 1978 |
Fund Return | 21.22% | 6.27% | 24.89% | 8.68% | 8.54% | 7.06% |
Place in category | 51 | 48 | 51 | 38 | 29 | 35 |
% in Category | 92 | 85 | 92 | 72 | 53 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.97B | 19.50 | 8.82 | 9.57 | ||
MFS Value R6 | 20.38B | 19.61 | 8.94 | 9.69 | ||
MFS Growth R6 | 19.12B | 32.62 | 8.19 | 15.18 | ||
MFS Instl International Equity | 17.45B | 6.53 | 4.24 | 6.91 | ||
MFS Growth I | 15.42B | 32.51 | 8.09 | 15.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.28B | 37.09 | 13.12 | 9.48 | ||
Franklin Utilities Adv | 1.34B | 37.25 | 13.29 | 9.64 | ||
Franklin Utilities C | 205.5M | 36.44 | 12.57 | 8.93 | ||
Franklin Utilities R | 103.98M | 36.61 | 12.74 | 9.10 | ||
Franklin Utilities R6 | 270.16M | 37.31 | 13.37 | 9.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 12.74 | 72.79 | -1.13% | |
PG E | US69331C1080 | 6.96 | 19.60 | -0.78% | |
Constellation Energy | US21037T1097 | 6.87 | 239.26 | +0.08% | |
DTE Energy | US2333311072 | 4.71 | 121.35 | +0.96% | |
Sempra Energy | US8168511090 | 4.61 | 88.63 | -0.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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