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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1121 | 1031 | 1177 | 1136 | 1381 | 1796 |
| Fund Return | 12.14% | 3.1% | 17.67% | 4.35% | 6.67% | 6.03% |
| Place in category | 575 | 368 | 538 | 394 | 466 | 342 |
| % in Category | 80 | 55 | 74 | 58 | 74 | 72 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.43B | 11.62 | 9.35 | 9.78 | ||
| MFS Instl International Equity | 22.45B | 20.17 | 13.29 | 8.88 | ||
| MFS Value R6 | 19B | 11.72 | 9.46 | 9.90 | ||
| MFS Growth R6 | 17.7B | 13.33 | 24.06 | 15.72 | ||
| MFS Intl Diversification I | 16.68B | 25.44 | 14.40 | 8.72 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds American Balanced A | 125.29B | 18.20 | 14.63 | 9.65 | ||
| Vanguard Wellington Admiral | 109.25B | 16.66 | 14.20 | 9.96 | ||
| American Funds American Balanced R6 | 63.05B | 18.52 | 14.97 | 9.99 | ||
| Vanguard Balanced Index Adm | 49.95B | 13.74 | 13.79 | 9.36 | ||
| Fidelity Balanced | 42.99B | 15.12 | 15.88 | 10.93 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| 2 Year Treasury Note Future Dec 24 | - | 2.85 | - | - | |
| Charles Schwab | US8085131055 | 2.23 | 95.28 | -1.42% | |
| Goldman Sachs | US38141G1040 | 2.01 | 889.98 | +0.23% | |
| Medtronic | IE00BTN1Y115 | 1.73 | 98.62 | -1.25% | |
| Comcast | US20030N1019 | 1.67 | 28.23 | +3.65% |
| 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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