Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 933 | 997 | 984 | 1127 | 1304 | - |
Fund Return | -6.65% | -0.28% | -1.62% | 4.07% | 5.46% | - |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 212.27M | 5.45 | 4.21 | 10.25 | ||
Moderate Managed Account Portfolio | 807.25M | 1.90 | 1.38 | 6.54 | ||
Growth Managed Account Portfolio MA | 534.82M | 3.13 | 2.55 | 7.97 | ||
Aggressive Managed Account Portfoli | 518.91M | 3.98 | 3.42 | 8.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.63B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 35.72B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 192.13M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 55.24M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 299.33M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bristol-Myers Squibb Co | - | 1.55 | - | - | |
Colgate-Palmolive Co | - | 1.51 | - | - | |
NewMarket Corp | - | 1.50 | - | - | |
Gilead Sciences Inc | - | 1.45 | - | - | |
Procter & Gamble Co | - | 1.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review