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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 969 | 1120 | 1143 | 1492 | 2351 |
Fund Return | 12.02% | -3.07% | 12.02% | 4.55% | 8.34% | 8.92% |
Place in category | 835 | 981 | 835 | 853 | 728 | 315 |
% in Category | 74 | 82 | 74 | 77 | 72 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.32B | 11.90 | 4.44 | 8.81 | ||
MFS Growth R6 | 18.84B | 31.79 | 7.36 | 15.22 | ||
MFS Instl International Equity | 17.74B | 4.14 | 1.83 | 7.13 | ||
MFS Growth I | 15.12B | 31.67 | 7.26 | 15.11 | ||
MFS Intl Diversification I | 14.51B | 6.41 | 0.29 | 6.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.93B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.90 | 267.30 | -0.35% | |
Progressive | US7433151039 | 3.86 | 246.44 | -1.12% | |
Cigna | US1255231003 | 2.78 | 294.21 | +3.97% | |
McKesson | US58155Q1031 | 2.69 | 594.75 | -1.63% | |
Aon | IE00BLP1HW54 | 2.60 | 370.82 | -0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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