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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1125 | 1125 | 1285 | 1424 | 1894 | - |
Fund Return | 12.46% | 12.46% | 28.47% | 12.51% | 13.62% | - |
Place in category | 83 | 83 | 91 | 51 | 78 | - |
% in Category | 7 | 7 | 9 | 5 | 10 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.97B | 1.93 | 2.14 | 4.27 | ||
PIMCO StocksPLUS Instl | 1.87B | 10.86 | 10.11 | 12.44 | ||
PIMCO Inflation Response MultiAsst | 1.67B | 2.31 | 5.06 | 4.05 | ||
PIMCO RAE Fundamental EMkts Instl | 1.43B | 4.28 | 6.10 | - | ||
PIMCO StocksPLUS Intl (USD-HedgedI | 1.36B | 10.70 | 10.31 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 37.99B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Intel | US4581401001 | 5.41 | 30.90 | +1.28% | |
Meta Platforms | US30303M1027 | 4.62 | 452.05 | +2.35% | |
Marathon Petroleum | US56585A1025 | 3.86 | 182.58 | -0.20% | |
Cisco | US17275R1023 | 3.81 | 47.12 | +0.71% | |
Phillips 66 | US7185461040 | 3.76 | 143.61 | -0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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