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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 1019 | 1207 | 1165 | 1513 | 1858 |
Fund Return | 0.86% | 1.86% | 20.67% | 5.21% | 8.64% | 6.39% |
Place in category | 1198 | 1113 | 789 | 834 | 938 | 776 |
% in Category | 99 | 90 | 66 | 74 | 89 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzGI Income & Growth Instituti | 2.17B | 3.27 | 2.03 | 6.96 | ||
AllianzGI Income & Growth A | 1.96B | 3.17 | 1.82 | 6.62 | ||
AllianzGI Income & Growth C | 833.85M | 2.83 | 1.05 | 5.83 | ||
AllianzGI Technology Institutional | 861.82M | 15.25 | 6.67 | 17.82 | ||
AllianzGI Focused Growth A | 813.86M | 17.84 | 10.53 | 15.39 |
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 % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 4.44 | 39.24 | -0.05% | |
Alexandria RE | US0152711091 | 4.02 | 116.32 | -0.65% | |
Intuit | US4612021034 | 3.84 | 595.70 | +0.18% | |
NextEra Energy | US65339F1012 | 3.69 | 73.06 | -0.16% | |
Eversource Energy | US30040W1080 | 3.43 | 59.01 | +0.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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