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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1186 | 1033 | 1349 | 1267 | 1731 | 2533 |
Fund Return | 18.56% | 3.25% | 34.85% | 8.21% | 11.6% | 9.74% |
Place in category | 142 | 416 | 109 | 379 | 314 | 181 |
% in Category | 14 | 33 | 12 | 38 | 32 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Transamerica WMC US Growth VP Initi | 5.04B | 22.64 | 8.87 | 15.35 | ||
Transamerica JPMorgan Enhanced Inde | 3.23B | 22.41 | 12.63 | 13.32 | ||
Transamerica International Equity I | 2.73B | 5.65 | 2.15 | 4.72 | ||
Transamerica Asset Allc Mod Gr A | 1.36B | 11.90 | 1.99 | 6.45 | ||
Transamerica Multi Managed Balances | 1.15B | 13.36 | 4.74 | 8.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 54.18B | 15.13 | 8.72 | 10.28 | ||
Vanguard Windsor II Admiral | 50.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.25B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.71B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 4.10 | 121.47 | +0.93% | |
JPMorgan | US46625H1005 | 4.10 | 241.16 | +0.67% | |
Wells Fargo&Co | US9497461015 | 3.06 | 72.77 | +0.23% | |
BlackRock | US09290D1019 | 3.04 | 1,030.98 | -0.52% | |
UnitedHealth | US91324P1021 | 3.00 | 605.87 | -1.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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