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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1042 | 1131 | 1185 | 1553 | 2424 |
Fund Return | 4.83% | 4.19% | 13.07% | 5.82% | 9.2% | 9.26% |
Place in category | - | - | - | - | - | - |
% in Category | 43 | 46 | 60 | 56 | 50 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Large Cap Value CIT CL 4 | 440.31M | 4.81 | 5.74 | 9.17 | ||
MFS International Growth Eq CIT Cl2 | 284.38M | 1.34 | 1.53 | 6.64 | ||
MFS International SMID Cap CIT 5 | 111.18M | -1.08 | -0.29 | 4.54 |
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 | 38.98B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.81 | 202.63 | +1.66% | |
Progressive | US7433151039 | 3.52 | 211.18 | +2.05% | |
Cigna | US1255231003 | 3.26 | 344.62 | +4.11% | |
ConocoPhillips | US20825C1045 | 2.80 | 116.48 | +2.55% | |
McKesson | US58155Q1031 | 2.50 | 569.59 | +1.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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