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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1099 | 1011 | 1217 | 988 | 1231 | 1601 |
Fund Return | 9.88% | 1.13% | 21.74% | -0.4% | 4.25% | 4.82% |
Place in category | 79 | 111 | 65 | 71 | 60 | 28 |
% in Category | 65 | 76 | 57 | 90 | 92 | 88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.73B | 22.16 | 9.22 | 13.36 | ||
Pioneer Fundamental Growth Y | 4.83B | 15.39 | 8.08 | 13.69 | ||
Pioneer Multi Asset Income Y | 2.86B | 9.35 | 6.54 | 6.27 | ||
Pioneer Disciplined Growth A | 2.03B | 15.03 | 6.72 | 13.14 | ||
Pioneer Core Equity A | 1.9B | 10.79 | 4.25 | 10.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.48B | 12.32 | 7.16 | - | ||
Goldman Sachs US Eq Div and Prem In | 1.61B | 18.70 | 8.29 | 10.59 | ||
BlackRock US Opportunities Instl | 1.41B | 10.16 | 6.61 | 7.89 | ||
Shelton Core Value Direct | 834.2M | 15.90 | 7.97 | 8.88 | ||
Goldman Sachs US Eq Div and Premium | 501.62M | 18.63 | 8.20 | 10.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IBM | US4592001014 | 2.68 | 228.83 | +1.19% | |
Eversource Energy | US30040W1080 | 2.27 | 63.58 | -0.63% | |
Dominion Energy | US25746U1097 | 1.97 | 59.12 | +1.01% | |
Aviva | GB00BPQY8M80 | 1.95 | 481.80 | -0.84% | |
FirstEnergy | US3379321074 | 1.95 | 42.28 | +0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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