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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1051 | 1154 | 1321 | 1792 | - |
Fund Return | 4.63% | 5.14% | 15.38% | 9.72% | 12.38% | - |
Place in category | 361 | 171 | 935 | 255 | 212 | - |
% in Category | 25 | 16 | 79 | 25 | 23 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.33B | 1.76 | 1.11 | 4.77 | ||
PIMCO StocksPLUS Instl | 1.91B | 2.89 | 10.71 | 13.19 | ||
PIMCO RAE Fundamental EMkts Instl | 1.86B | 0.10 | 4.98 | - | ||
PIMCO Inflation Response MultiAsst | 1.63B | 2.33 | 3.32 | 4.52 | ||
PIMCO StocksPLUS Intl (USD-HedgedI | 1.53B | 5.48 | 11.63 | 9.20 |
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 | 42.26B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Walmart | US9311421039 | 4.56 | 101.15 | -1.65% | |
Cisco | US17275R1023 | 4.34 | 62.27 | 0.00% | |
Marathon Petroleum | US56585A1025 | 3.33 | 150.12 | -1.19% | |
Valero Energy | US91913Y1001 | 2.62 | 133.08 | -0.90% | |
Gilead | US3755581036 | 2.60 | 96.04 | -2.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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