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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 | 165 | 309 | 767 | 560 | 745 | 333 |
% in Category | 15 | 27 | 65 | 53 | 73 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value R6 | 17.64B | 6.14 | 8.89 | 9.35 | ||
MFS Instl International Equity | 16.4B | 7.60 | 7.08 | 7.15 | ||
MFS Growth R6 | 14.68B | -0.57 | 12.92 | 14.62 | ||
MFS Intl Diversification I | 13.2B | 5.91 | 5.08 | 6.46 | ||
MFS Growth I | 12.05B | -0.59 | 12.82 | 14.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 66.61B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 52.53B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 46.59B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 37.14B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 37.77B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Progressive | US7433151039 | 4.38 | 260.38 | +2.00% | |
JPMorgan | US46625H1005 | 4.25 | 216.87 | +1.13% | |
Cigna | US1255231003 | 3.04 | 313.84 | -0.49% | |
McKesson | US58155Q1031 | 2.95 | 652.83 | -1.38% | |
Marsh McLennan | US5717481023 | 2.48 | 220.65 | -1.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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