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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1107 | 1018 | 1074 | 1295 | 1280 | 1899 |
| Fund Return | 10.75% | 1.81% | 7.37% | 8.99% | 5.06% | 6.63% |
| Place in category | 402 | 411 | 396 | 355 | 365 | 179 |
| % in Category | 97 | 98 | 97 | 87 | 94 | 57 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.33B | 11.62 | 9.35 | 9.78 | ||
| MFS Instl International Equity | 21.95B | 20.17 | 13.29 | 8.88 | ||
| MFS Value R6 | 18.85B | 11.72 | 9.46 | 9.90 | ||
| MFS Growth R6 | 15.6B | 13.33 | 24.06 | 15.72 | ||
| MFS Intl Diversification I | 16.66B | 25.44 | 14.40 | 8.72 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Income Fund of Amer | 83.12B | 16.82 | 11.01 | 8.43 | ||
| American Funds Income Fund of A R6 | 26.24B | 17.15 | 11.35 | 8.76 | ||
| Vanguard STAR Inv | 23.76B | 14.98 | 12.37 | 8.70 | ||
| Vanguard LifeStrategy Moderate Gr I | 23.41B | 15.60 | 12.54 | 7.88 | ||
| American Funds Global Balanced R6 | 17.53B | 17.41 | 12.20 | 7.14 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| MFS Government Securities R6 | - | 9.56 | - | - | |
| MFS Total Return Bond R6 | - | 8.52 | - | - | |
| MFS Value R6 | - | 7.90 | - | - | |
| MFS Growth R6 | - | 7.40 | - | - | |
| MFS Research R6 | - | 7.37 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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