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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1043 | 1191 | 1193 | 1685 | 2833 |
Fund Return | 6.03% | 4.3% | 19.08% | 6.06% | 10.99% | 10.97% |
Place in category | 588 | 553 | 990 | 905 | 866 | 485 |
% in Category | 35 | 35 | 68 | 68 | 71 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.45B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.58B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.77B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 14.83B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.18B | 1.34 | 4.16 | 6.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.77 | 415.13 | +0.23% | |
Alphabet A | US02079K3059 | 5.90 | 172.50 | +0.23% | |
NVIDIA | US67066G1040 | 4.77 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 3.86 | 176.44 | -1.60% | |
Apple | US0378331005 | 3.32 | 192.25 | +0.54% |
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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