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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1034 | 1208 | 1174 | 1650 | 2339 |
Fund Return | 7.67% | 3.45% | 20.79% | 5.48% | 10.53% | 8.87% |
Place in category | 662 | 740 | 781 | 779 | 698 | 337 |
% in Category | 52 | 60 | 65 | 68 | 69 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.36B | 7.78 | 5.75 | 9.15 | ||
MFS Value R6 | 20.15B | 7.82 | 5.86 | 9.26 | ||
MFS Growth R6 | 18.68B | 17.98 | 8.57 | 14.74 | ||
MFS Instl International Equity | 15.49B | 6.38 | 4.30 | 6.59 | ||
MFS Intl Diversification I | 14.64B | 6.21 | 0.04 | 5.72 |
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 | 4.92 | 193.78 | +0.06% | |
Progressive | US7433151039 | 3.56 | 203.92 | +0.16% | |
Cigna | US1255231003 | 3.28 | 333.29 | -0.26% | |
ConocoPhillips | US20825C1045 | 2.83 | 109.39 | -1.35% | |
McKesson | US58155Q1031 | 2.53 | 589.95 | -0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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