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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 994 | 1167 | 1320 | 1808 | 2318 |
Fund Return | 1.65% | -0.59% | 16.72% | 9.71% | 12.57% | 8.77% |
Place in category | 603 | 1009 | 150 | 498 | 252 | 228 |
% in Category | 44 | 73 | 11 | 47 | 28 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Equity Income Y | 16.93B | 4.41 | 12.47 | 11.89 | ||
Putnam Stable Value Fund: 50bps | 451.37M | 3.55 | 2.91 | 2.17 | ||
Putnam Stable Value Fund: 15bps | 16.32B | 3.91 | 3.27 | 2.53 | ||
Putnam Stable Value Fund: 20bps | 1.23B | 3.86 | 3.22 | 2.48 | ||
Putnam Stable Value Fund: 25bps | 5.14B | 3.81 | 3.17 | 2.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.67 | - | - | |
Apple Inc | - | 4.09 | - | - | |
JPMorgan Chase & Co | - | 3.30 | - | - | |
Bank of America Corporation | - | 2.36 | - | - | |
Cisco Systems Inc | - | 2.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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