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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 994 | 1141 | 1287 | 1763 | 2420 |
Fund Return | 6.13% | -0.62% | 14.06% | 8.77% | 12.01% | 9.24% |
Place in category | 161 | 303 | 752 | 551 | 739 | 331 |
% in Category | 15 | 27 | 64 | 53 | 73 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value R6 | 20.04B | 6.14 | 8.89 | 9.35 | ||
MFS Instl International Equity | 18.85B | 7.60 | 7.08 | 7.15 | ||
MFS Growth R6 | 16.78B | -0.57 | 12.92 | 14.62 | ||
MFS Intl Diversification I | 15.05B | 5.91 | 5.08 | 6.46 | ||
MFS Growth I | 13.75B | -0.59 | 12.82 | 14.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.52B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.50 | 242.28 | -1.73% | |
Progressive | US7433151039 | 3.91 | 279.82 | -0.48% | |
Cigna | US1255231003 | 2.96 | 321.02 | +1.71% | |
McKesson | US58155Q1031 | 2.70 | 644.22 | +0.39% | |
American Express | US0258161092 | 2.48 | 273.21 | -0.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | BUY | BUY |
Summary | Strong Sell | Neutral | Buy |
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