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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1138 | 1069 | 1231 | 1323 | 2225 | 2995 |
Fund Return | 13.77% | 6.9% | 23.06% | 9.79% | 17.34% | 11.59% |
Place in category | 788 | 420 | 351 | 161 | 7 | 15 |
% in Category | 65 | 38 | 31 | 19 | 1 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.82B | 22.63 | 12.56 | 15.68 | ||
Loomis Sayles Growth C | 14.82B | 21.94 | 11.71 | 14.80 | ||
Loomis Sayles Growth N | 14.82B | 22.93 | 12.94 | 16.07 | ||
Loomis Sayles Growth Y | 14.82B | 22.86 | 12.83 | 15.96 | ||
Loomis Sayles Global Equity and InY | 3B | 14.93 | 4.60 | 8.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 16.29 | 10.29 | 11.26 | ||
Vanguard Equity-Income Adm | 54.18B | 16.01 | 10.77 | 10.58 | ||
Vanguard Windsor II Admiral | 50.3B | 15.67 | 9.72 | 10.95 | ||
American Funds American Mutual A | 41.22B | 17.66 | 10.79 | 10.22 | ||
Vanguard Value Index Adm | 38.71B | 18.97 | 11.64 | 10.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.64 | 169.24 | -1.20% | |
Citigroup | US1729674242 | 3.08 | 62.35 | -1.27% | |
General Motors | US37045V1008 | 2.85 | 51.80 | +1.65% | |
Charles Schwab | US8085131055 | 2.85 | 70.96 | +0.03% | |
Wells Fargo&Co | US9497461015 | 2.82 | 63.70 | -1.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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