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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 993 | 1138 | 1277 | 1741 | 2360 |
Fund Return | 6.06% | -0.69% | 13.79% | 8.5% | 11.73% | 8.97% |
Place in category | 178 | 320 | 790 | 617 | 790 | 399 |
% in Category | 16 | 28 | 68 | 59 | 77 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24B | 6.13 | 8.77 | 9.24 | ||
MFS Value R6 | 19.42B | 6.14 | 8.89 | 9.35 | ||
MFS Instl International Equity | 18.32B | 7.60 | 7.08 | 7.15 | ||
MFS Growth R6 | 16.16B | -0.57 | 12.92 | 14.62 | ||
MFS Intl Diversification I | 14.77B | 5.91 | 5.08 | 6.46 |
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 | 40.48B | 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 | 227.90 | -0.54% | |
Progressive | US7433151039 | 3.91 | 277.55 | +0.22% | |
Cigna | US1255231003 | 2.96 | 311.05 | -2.15% | |
McKesson | US58155Q1031 | 2.70 | 640.66 | -1.92% | |
American Express | US0258161092 | 2.48 | 260.75 | +2.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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