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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1023 | 1160 | 1232 | 1579 | 2545 |
Fund Return | 4.15% | 2.3% | 15.99% | 7.2% | 9.57% | 9.79% |
Place in category | 660 | 910 | 876 | 750 | 770 | 318 |
% in Category | 48 | 75 | 74 | 69 | 76 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.1B | 4.16 | 7.09 | 9.68 | ||
MFS Growth R6 | 18.74B | 4.12 | 12.56 | 15.91 | ||
MFS Instl International Equity | 17.74B | 5.56 | 5.16 | 7.55 | ||
MFS Growth I | 15.11B | 4.11 | 12.46 | 15.80 | ||
MFS Intl Diversification I | 14.59B | 4.07 | 3.15 | 6.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.2B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.90 | 276.90 | +2.39% | |
Progressive | US7433151039 | 3.86 | 251.35 | +0.94% | |
Cigna | US1255231003 | 2.78 | 287.23 | -2.07% | |
McKesson | US58155Q1031 | 2.69 | 599.75 | -1.18% | |
Aon | IE00BLP1HW54 | 2.60 | 384.72 | +0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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