Please try another search
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1086 | 999 | 1145 | 1107 | 1304 | 1675 |
| Fund Return | 8.59% | -0.09% | 14.47% | 3.44% | 5.45% | 5.3% |
| Place in category | 257 | 279 | 215 | 172 | 198 | 79 |
| % in Category | 69 | 84 | 59 | 55 | 57 | 32 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.58B | 8.50 | 10.73 | 9.50 | ||
| MFS Instl International Equity | 22.39B | 18.92 | 17.64 | 8.62 | ||
| MFS Growth R6 | 18.06B | 15.78 | 27.25 | 16.09 | ||
| MFS Value R6 | 18.85B | 8.60 | 10.84 | 9.62 | ||
| MFS Intl Diversification I | 16.68B | 24.47 | 19.05 | 8.56 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Global Total Return R6 | 209.54M | 8.61 | 3.52 | 5.38 | ||
| VALIC Company I Global Strategy | 239.09M | 14.36 | 3.98 | 3.34 | ||
| Transamerica BlackRock Global Alloc | 190.58M | 2.29 | 2.03 | 5.54 | ||
| Templeton Global Balanced A | 184.23M | 4.69 | 1.51 | 1.06 | ||
| GMO Strategic Opportunities Allc II | 65.42M | 7.27 | 5.40 | 5.38 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| 2 Year Treasury Note Future Dec 24 | - | 4.87 | - | - | |
| Euro Bobl Future Dec 24 | DE000F0Q7BV4 | 2.05 | - | - | |
| Roche Holding Participation | CH0012032048 | 1.24 | 317.70 | +2.19% | |
| UBS Group | CH0244767585 | 1.16 | 33.14 | +1.75% | |
| Charles Schwab | US8085131055 | 1.15 | 94.28 | +0.49% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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