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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1036 | 1212 | 1186 | 1683 | 2432 |
Fund Return | 7.9% | 3.58% | 21.18% | 5.86% | 10.97% | 9.29% |
Place in category | - | - | - | - | - | - |
% in Category | 47 | 58 | 62 | 59 | 59 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Large Cap Value CIT CL 5 | 1.89B | 7.92 | 5.94 | 9.38 | ||
MFS International Growth Eq CIT Cl2 | 286.11M | 6.18 | 1.87 | 6.96 | ||
MFS International SMID Cap CIT 5 | 109.75M | -1.08 | -0.29 | 4.54 |
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 | 4.81 | 194.98 | +0.62% | |
Progressive | US7433151039 | 3.52 | 208.24 | +2.12% | |
Cigna | US1255231003 | 3.26 | 333.90 | +0.18% | |
ConocoPhillips | US20825C1045 | 2.80 | 109.54 | +0.14% | |
McKesson | US58155Q1031 | 2.50 | 597.45 | +1.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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