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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 1039 | 1263 | 1157 | 1476 | 2305 |
Fund Return | 12.04% | 3.87% | 26.32% | 4.97% | 8.1% | 8.71% |
Place in category | 952 | 260 | 934 | 940 | 912 | 461 |
% in Category | 81 | 23 | 79 | 88 | 89 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.75B | 22.16 | 9.22 | 13.36 | ||
Pioneer Fundamental Growth Y | 4.87B | 15.39 | 8.08 | 13.69 | ||
Pioneer Multi Asset Income Y | 2.8B | 9.35 | 6.54 | 6.27 | ||
Pioneer Disciplined Growth A | 2.03B | 15.03 | 6.72 | 13.14 | ||
Pioneer Core Equity A | 1.88B | 10.79 | 4.25 | 10.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 54.18B | 15.13 | 8.72 | 10.28 | ||
Vanguard Windsor II Admiral | 50.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.25B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.71B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 4.65 | 72.77 | +0.23% | |
Exxon Mobil | US30231G1022 | 4.54 | 121.47 | +0.93% | |
J&J | US4781601046 | 4.23 | 153.24 | +0.39% | |
Cisco | US17275R1023 | 3.57 | 59.18 | +0.80% | |
IBM | US4592001014 | 3.39 | 210.92 | +0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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