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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1113 | 995 | 1285 | 1573 | 2221 |
Fund Return | 0.44% | 11.33% | -0.49% | 8.72% | 9.48% | 8.31% |
Place in category | 686 | 1021 | 1140 | 874 | 613 | 530 |
% in Category | 52 | 81 | 93 | 76 | 58 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.29B | 14.89 | 9.81 | 13.11 | ||
Pioneer Fundamental Growth Y | 4.66B | 10.79 | 10.09 | 14.05 | ||
Pioneer Multi Asset Income Y | 2.34B | 5.58 | 5.26 | 5.75 | ||
Pioneer Disciplined Growth A | 1.85B | 6.87 | 7.64 | 13.15 | ||
Pioneer Core Equity A | 1.79B | 5.78 | 4.78 | 10.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.12B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.97 | 194.36 | -2.63% | |
Cisco | US17275R1023 | 4.89 | 45.77 | -0.17% | |
Bank of America | US0605051046 | 4.60 | 38.86 | -2.04% | |
Colgate-Palmolive | US1941621039 | 4.24 | 93.96 | +0.06% | |
Pfizer | US7170811035 | 3.95 | 28.03 | -0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Sell |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Neutral | Neutral |
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