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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1142 | 1045 | 1183 | 1070 | 1245 | 1579 |
Fund Return | 14.2% | 4.46% | 18.26% | 2.28% | 4.48% | 4.67% |
Place in category | 83 | 101 | 85 | 71 | 58 | 30 |
% in Category | 72 | 67 | 69 | 88 | 91 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.46B | 22.58 | 8.31 | 13.13 | ||
Pioneer Fundamental Growth Y | 4.67B | 17.71 | 7.57 | 13.61 | ||
Pioneer Multi Asset Income Y | 2.99B | 7.96 | 5.79 | 6.41 | ||
Pioneer Disciplined Growth A | 2.03B | 19.29 | 6.43 | 13.33 | ||
Pioneer Core Equity A | 1.93B | 14.33 | 3.80 | 10.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.5B | 12.37 | 5.79 | - | ||
Goldman Sachs US Eq Div and Prem In | 1.61B | 22.28 | 8.24 | 10.80 | ||
BlackRock US Opportunities Instl | 1.36B | 7.73 | 5.26 | 7.33 | ||
Shelton Core Value Direct | 866.82M | 17.17 | 7.56 | 8.72 | ||
Goldman Sachs US Eq Div and Premium | 499.41M | 22.18 | 8.15 | 10.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IBM | US4592001014 | 2.52 | 255.70 | -1.00% | |
Morgan Stanley | US6174464486 | 2.16 | 138.43 | -1.08% | |
Dominion Energy | US25746U1097 | 2.04 | 55.59 | -0.39% | |
State Street | US8574771031 | 1.97 | 101.62 | -0.60% | |
Eversource Energy | US30040W1080 | 1.95 | 57.68 | +0.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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