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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1132 | 1117 | 1166 | 1501 | 2027 |
Fund Return | 1.36% | 13.23% | 11.66% | 5.25% | 8.46% | 7.32% |
Place in category | 72 | 120 | 145 | 135 | 119 | 113 |
% in Category | 11 | 17 | 21 | 24 | 22 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.45B | 14.89 | 9.81 | 13.11 | ||
Pioneer Fundamental Growth Y | 4.8B | 10.79 | 10.09 | 14.05 | ||
Pioneer Multi Asset Income Y | 2.35B | 5.58 | 5.26 | 5.75 | ||
Pioneer Disciplined Growth A | 1.9B | 6.87 | 7.64 | 13.15 | ||
Pioneer Core Equity A | 1.81B | 5.78 | 4.78 | 10.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 105.87B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.38B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 4.92 | 182.15 | -1.76% | |
Microsoft | US5949181045 | 3.68 | 446.95 | -1.30% | |
United States Treasury Bills 5.29774% | - | 2.37 | - | - | |
United States Treasury Notes 4.625% | - | 1.99 | - | - | |
AMD | US0079031078 | 1.98 | 162.21 | +1.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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