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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1050 | 1183 | 1179 | 1459 | 2220 |
Fund Return | 5.63% | 4.95% | 18.32% | 5.63% | 7.84% | 8.3% |
Place in category | 332 | 371 | 253 | 702 | 833 | 456 |
% in Category | 26 | 27 | 22 | 61 | 79 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.22B | 5.61 | 5.36 | 8.04 | ||
Lord Abbett Growth Leaders I | 2.68B | 10.85 | -0.94 | 13.94 | ||
Lord Abbett Natl Tax-Free Income A | 2.56B | -0.82 | -2.20 | 2.61 | ||
Lord Abbett Intermediate Tax Free I | 2.44B | -0.28 | -1.15 | 2.26 | ||
Lord Abbett Calibrated Dividend GrA | 2.48B | 5.60 | 6.87 | 10.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.54B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 3.94 | - | - | |
Exxon Mobil Corp | - | 2.83 | - | - | |
CRH | IE0001827041 | 2.58 | 6,468.0 | -1.67% | |
Walmart Inc | - | 2.50 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 2.49 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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