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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 989 | 1152 | 1255 | 1778 | 2146 |
Fund Return | 5.81% | -1.09% | 15.15% | 7.87% | 12.2% | 7.93% |
Place in category | 50 | 53 | 79 | 112 | 115 | 133 |
% in Category | 20 | 36 | 54 | 70 | 71 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LVIP SSgA SP 500 Index Fund Standar | 7.93B | 1.40 | 12.28 | 12.71 | ||
LVIP SSgA SP 500 Index Fund Service | 2.62B | 1.35 | 12.00 | 12.43 | ||
LVIP American Growth Fund Service I | 2.23B | 0.60 | 13.27 | 15.75 | ||
LVIP SSgA Large Cap 100 Fund Class | 1.33B | 1.21 | 12.84 | 10.86 | ||
LVIP MFS Value Fund Service Class | 1.09B | 6.04 | 8.38 | 8.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.49B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.75 | 71.21 | -0.81% | |
Citigroup | US1729674242 | 2.34 | 70.46 | -0.75% | |
First Citizens BancShares | US31946M1036 | 2.05 | 1,822.76 | -1.69% | |
SS&Cs | US78467J1007 | 2.02 | 82.99 | -0.65% | |
Cardinal Health | US14149Y1082 | 1.84 | 137.14 | -0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Sell |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Neutral | Neutral | Neutral |
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