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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1226 | 992 | 1226 | 1271 | 2012 | 3435 |
Fund Return | 22.58% | -0.75% | 22.58% | 8.31% | 15.01% | 13.13% |
Place in category | 750 | 1177 | 750 | 510 | 131 | 54 |
% in Category | 52 | 82 | 52 | 38 | 12 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer Fundamental Growth Y | 4.59B | 17.71 | 7.57 | 13.61 | ||
Pioneer Multi Asset Income Y | 2.98B | 7.96 | 5.79 | 6.41 | ||
Pioneer Disciplined Growth A | 1.96B | 19.29 | 6.43 | 13.33 | ||
Pioneer Core Equity A | 1.84B | 14.33 | 3.80 | 10.49 | ||
Pioneer Fundamental Growth A | 1.45B | 17.41 | 7.30 | 13.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.45 | 124.65 | +0.77% | |
Apple | US0378331005 | 6.45 | 237.59 | -0.74% | |
Microsoft | US5949181045 | 5.64 | 414.99 | -6.18% | |
United Parcel Service | US9113121068 | 4.41 | 114.90 | -14.11% | |
U.S. Bancorp | US9029733048 | 4.32 | 48.00 | +0.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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