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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1119 | 1024 | 1239 | 1124 | 1579 | 2297 |
Fund Return | 11.86% | 2.35% | 23.91% | 3.96% | 9.57% | 8.67% |
Place in category | 201 | 146 | 303 | 195 | 61 | 30 |
% in Category | 27 | 22 | 38 | 31 | 12 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 4.14B | 2.63 | 8.54 | 10.75 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Sentinel Common Stock A | 2.24B | 4.05 | 10.02 | 13.73 | ||
Touchstone Focused Y | 1.27B | 4.36 | 9.69 | 12.39 | ||
Sentinel Common Stock I | 940.67M | 4.09 | 10.33 | 14.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.66B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.07B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 42.26B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.89 | 408.43 | -0.51% | |
Apple | US0378331005 | 5.07 | 244.60 | +1.27% | |
Meta Platforms | US30303M1027 | 4.21 | 736.67 | +1.11% | |
Alphabet C | US02079K1079 | 3.50 | 186.87 | -0.54% | |
Amazon.com | US0231351067 | 3.22 | 228.68 | -0.73% |
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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