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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1172 | 985 | 1172 | 1230 | 1634 | 2433 |
Fund Return | 17.17% | -1.5% | 17.17% | 7.14% | 10.31% | 9.3% |
Place in category | 216 | 532 | 216 | 355 | 301 | 227 |
% in Category | 22 | 46 | 22 | 35 | 31 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Transamerica WMC US Growth VP Initi | 4.73B | 28.86 | 7.92 | 15.29 | ||
Transamerica JPMorgan Enhanced Inde | 3.04B | 24.23 | 9.00 | 12.89 | ||
Transamerica International Equity I | 2.57B | 3.54 | 1.07 | 4.75 | ||
Transamerica Asset Allc Mod Gr A | 1.2B | 13.15 | 2.65 | 6.48 | ||
Transamerica Multi Managed Balances | 1.08B | 14.64 | 4.28 | 8.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 55.74B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 51B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 40.03B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 39.97B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.59 | 239.87 | -1.34% | |
Wells Fargo&Co | US9497461015 | 3.99 | 69.96 | -2.25% | |
Exxon Mobil | US30231G1022 | 3.59 | 106.54 | -0.36% | |
BlackRock | US09290D1019 | 3.16 | 955.64 | -3.09% | |
UnitedHealth | US91324P1021 | 3.03 | 520.69 | -0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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