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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1030 | 1257 | 1181 | 1586 | 2201 |
Fund Return | 8.88% | 2.95% | 25.69% | 5.71% | 9.66% | 8.21% |
Place in category | 387 | 902 | 290 | 719 | 858 | 511 |
% in Category | 31 | 71 | 26 | 63 | 83 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Growth Leaders I | 2.84B | 16.66 | 2.22 | 14.30 | ||
Lord Abbett Natl Tax-Free Income A | 2.58B | -0.53 | -2.36 | 2.43 | ||
Lord Abbett Calibrated Dividend GrA | 2.53B | 10.97 | 8.10 | 10.85 | ||
Lord Abbett Intermediate Tax Free I | 2.44B | -0.30 | -1.34 | 2.13 | ||
Lord Abbett Growth Leaders A | 2.13B | 16.53 | 1.96 | 14.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.08B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.26 | 193.78 | +0.06% | |
Exxon Mobil | US30231G1022 | 3.74 | 109.11 | -0.85% | |
Taiwan Semiconductor | US8740391003 | 2.67 | 172.51 | -0.23% | |
Walmart | US9311421039 | 2.62 | 67.02 | +0.48% | |
Parker-Hannifin | US7010941042 | 2.59 | 503.30 | -4.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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