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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1045 | 1253 | 1205 | 1773 | 2372 |
Fund Return | 8.36% | 4.55% | 25.31% | 6.42% | 12.14% | 9.02% |
Place in category | 87 | 110 | 136 | 80 | 103 | 48 |
% in Category | 22 | 30 | 36 | 27 | 34 | 17 |
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% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 13.88B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 9.88B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.04B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hartford | US4165151048 | 1.54 | 101.24 | +1.78% | |
Toll Brothers | US8894781033 | 1.48 | 120.37 | +0.88% | |
Westinghouse Air Brake | US9297401088 | 1.46 | 161.61 | +0.80% | |
Leidos | US5253271028 | 1.45 | 143.86 | +0.11% | |
Cencora Inc | US03073E1055 | 1.36 | 234.70 | +0.93% |
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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