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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1044 | 1088 | 1153 | 1455 | 2332 |
Fund Return | 7.87% | 4.42% | 8.83% | 4.86% | 7.8% | 8.84% |
Place in category | 1124 | 1173 | 1110 | 985 | 947 | 444 |
% in Category | 93 | 96 | 94 | 90 | 91 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.56B | 21.51 | 10.57 | 13.74 | ||
Pioneer Fundamental Growth Y | 4.75B | 14.13 | 8.96 | 14.32 | ||
Pioneer Multi Asset Income Y | 2.62B | 8.38 | 6.87 | 6.03 | ||
Pioneer Disciplined Growth A | 1.91B | 11.41 | 6.72 | 13.44 | ||
Pioneer Core Equity A | 1.81B | 8.48 | 4.52 | 10.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.99B | 13.29 | 9.10 | 11.18 | ||
Vanguard Equity-Income Adm | 52.59B | 11.70 | 8.94 | 10.38 | ||
Vanguard Windsor II Admiral | 49.94B | 13.31 | 8.38 | 10.94 | ||
American Funds American Mutual A | 41.49B | 12.17 | 8.42 | 9.94 | ||
Vanguard Value Index Adm | 37.31B | 13.87 | 9.31 | 10.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 4.98 | 116.68 | -0.85% | |
Wells Fargo&Co | US9497461015 | 4.75 | 57.08 | +1.45% | |
J&J | US4781601046 | 4.10 | 163.95 | +0.61% | |
United Parcel Service | US9113121068 | 3.43 | 127.07 | -0.65% | |
Cisco | US17275R1023 | 3.31 | 49.85 | -1.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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