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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 1121 | 1026 | 1248 | 1442 | 2298 |
Fund Return | -0.54% | 12.07% | 2.55% | 7.67% | 7.6% | 8.67% |
Place in category | 169 | 136 | 151 | 162 | 157 | 86 |
% in Category | 84 | 73 | 82 | 86 | 87 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.1B | 11.95 | 11.69 | 13.03 | ||
Pioneer Fundamental Growth Y | 4.58B | 11.39 | 12.44 | 14.57 | ||
Pioneer Multi Asset Income Y | 2.27B | 4.28 | 6.18 | 5.88 | ||
Pioneer Disciplined Growth A | 1.86B | 9.14 | 10.26 | 13.71 | ||
Pioneer Core Equity A | 1.8B | 8.33 | 7.71 | 10.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 49.84B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 46.48B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.8B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 34.84B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 4.40 | 61.23 | +1.61% | |
Exxon Mobil | US30231G1022 | 4.34 | 116.16 | -0.01% | |
J&J | US4781601046 | 3.90 | 148.95 | +0.15% | |
United Parcel Service | US9113121068 | 3.27 | 147.77 | +0.46% | |
Cisco | US17275R1023 | 3.00 | 48.00 | +1.52% |
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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