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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1122 | 1033 | 1094 | 1359 | 1389 | 1776 |
| Fund Return | 12.25% | 3.28% | 9.43% | 10.78% | 6.8% | 5.91% |
| Place in category | 324 | 405 | 391 | 356 | 352 | 234 |
| % in Category | 80 | 98 | 94 | 87 | 91 | 74 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.36B | 8.50 | 10.73 | 9.50 | ||
| MFS Instl International Equity | 22.36B | 18.92 | 17.64 | 8.62 | ||
| MFS Growth R6 | 18.03B | 15.78 | 27.25 | 16.09 | ||
| MFS Value R6 | 18.71B | 8.60 | 10.84 | 9.62 | ||
| MFS Intl Diversification I | 16.56B | 24.47 | 19.05 | 8.56 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Income Fund of Amer | 82.51B | 14.10 | 12.31 | 8.16 | ||
| American Funds Income Fund of A R6 | 26.04B | 14.35 | 12.65 | 8.48 | ||
| Vanguard STAR Inv | 23.76B | 14.24 | 14.62 | 8.64 | ||
| Vanguard LifeStrategy Moderate Gr I | 23.41B | 15.28 | 14.78 | 7.83 | ||
| American Funds Global Balanced R6 | 17.44B | 15.93 | 14.25 | 6.88 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Ust Bond 2Yr Future Dec 31 25 | - | 2.40 | - | - | |
| NatWest Group | GB00BM8PJY71 | 1.45 | 619.40 | +0.07% | |
| Charles Schwab | US8085131055 | 1.28 | 95.96 | +1.91% | |
| J&J | US4781601046 | 1.23 | 206.04 | +3.04% | |
| Pfizer | US7170811035 | 1.20 | 25.74 | +1.60% |
| 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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