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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1029 | 1226 | 1412 | 1910 | 3001 |
Fund Return | 4.41% | 2.92% | 22.62% | 12.19% | 13.82% | 11.62% |
Place in category | 506 | 733 | 122 | 22 | 70 | 41 |
% in Category | 37 | 60 | 12 | 3 | 10 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Equity Income Y | 17.04B | 4.41 | 12.47 | 11.89 | ||
Putnam Stable Value Fund: 25bps | 5.13B | 3.81 | 3.17 | 2.43 | ||
Putnam Stable Value Fund: 35bps | 3.70 | 3.07 | 2.32 | |||
Putnam Stable Value Fund: 45bps | 48.98M | 3.60 | 2.97 | 2.22 | ||
Putnam Stable Value Fund: Gross | 4.07 | 3.43 | 2.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.26B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Walmart | US9311421039 | 3.47 | 104.04 | -0.96% | |
Citigroup | US1729674242 | 3.07 | 84.61 | +3.06% | |
Exxon Mobil | US30231G1022 | 2.75 | 108.24 | +0.10% | |
Bank of America | US0605051046 | 2.72 | 46.96 | +1.36% | |
Microsoft | US5949181045 | 2.67 | 408.43 | -0.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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