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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 994 | 1142 | 1291 | 1772 | 2445 |
Fund Return | 6.14% | -0.59% | 14.19% | 8.89% | 12.13% | 9.35% |
Place in category | 164 | 302 | 755 | 536 | 727 | 299 |
% in Category | 15 | 26 | 64 | 50 | 72 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 22.34B | 6.13 | 8.77 | 9.24 | ||
MFS Instl International Equity | 16.95B | 7.60 | 7.08 | 7.15 | ||
MFS Growth R6 | 14.58B | -0.57 | 12.92 | 14.62 | ||
MFS Intl Diversification I | 13.65B | 5.91 | 5.08 | 6.46 | ||
MFS Growth I | 11.97B | -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 | 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 | 37.43B | 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 | 259.93 | -0.17% | |
JPMorgan | US46625H1005 | 4.25 | 216.21 | -0.30% | |
Cigna | US1255231003 | 3.04 | 313.37 | -0.15% | |
McKesson | US58155Q1031 | 2.95 | 658.87 | +0.93% | |
Marsh McLennan | US5717481023 | 2.48 | 220.24 | -0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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