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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1039 | 1169 | 1186 | 1505 | 2351 |
Fund Return | 4.48% | 3.91% | 16.88% | 5.86% | 8.52% | 8.92% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 6.03B | -0.36 | 10.09 | 12.82 | ||
Pioneer Fundamental Growth Y | 3.68B | 1.41 | 12.19 | 13.24 | ||
Pioneer Multi Asset Income Y | 3.06B | 4.74 | 7.45 | 6.48 | ||
Pioneer Disciplined Growth A | 1.57B | -0.55 | 10.41 | 12.91 | ||
Pioneer Core Equity A | 1.55B | 2.85 | 6.63 | 10.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 66.61B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 52.53B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 46.59B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 37.14B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 37.77B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 4.31 | 105.31 | +4.51% | |
Wells Fargo&Co | US9497461015 | 4.02 | 66.30 | +6.80% | |
IBM | US4592001014 | 3.63 | 234.19 | +5.95% | |
United Parcel Service | US9113121068 | 3.47 | 98.83 | +7.52% | |
Walt Disney | US2546871060 | 3.06 | 90.52 | +10.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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