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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1025 | 1115 | 1234 | 1530 | 1840 |
Fund Return | 4.78% | 2.46% | 11.5% | 7.26% | 8.88% | 6.29% |
Place in category | 69 | 50 | 96 | 24 | 38 | 27 |
% in Category | 15 | 12 | 25 | 6 | 12 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 6.68B | -0.36 | 10.09 | 12.82 | ||
Pioneer Fundamental Growth Y | 4.08B | 1.41 | 12.19 | 13.24 | ||
Pioneer Multi Asset Income Y | 3.23B | 4.74 | 7.45 | 6.48 | ||
Pioneer Disciplined Growth A | 1.73B | -0.55 | 10.41 | 12.91 | ||
Pioneer Core Equity A | 1.73B | 2.85 | 6.63 | 10.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.77B | 5.63 | 6.52 | 5.81 | ||
First Eagle Global I | 38.03B | 5.93 | 8.36 | 7.47 | ||
American Funds Capital Income Bld | 18.36B | 5.69 | 6.86 | 6.14 | ||
First Eagle Global A | 15.12B | 5.88 | 8.10 | 7.19 | ||
American Funds Global Balanced R6 | 14.68B | 3.71 | 4.59 | 5.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ABN AMRO | NL0011540547 | 2.69 | 19.68 | -2.28% | |
Bank of America | US0605051046 | 2.41 | 41.25 | -3.08% | |
Cisco | US17275R1023 | 2.35 | 60.86 | -0.88% | |
IBM | US4592001014 | 2.24 | 244.00 | -0.90% | |
Eversource Energy | US30040W1080 | 2.06 | 61.12 | +1.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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