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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1037 | 1091 | 962 | 1140 | 1391 |
Fund Return | 0.16% | 3.73% | 9.05% | -1.29% | 2.65% | 3.36% |
Place in category | 101 | 97 | 70 | 75 | 68 | 29 |
% in Category | 87 | 86 | 78 | 99 | 99 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.32B | 14.89 | 9.81 | 13.11 | ||
Pioneer Fundamental Growth Y | 4.68B | 10.79 | 10.09 | 14.05 | ||
Pioneer Multi Asset Income Y | 2.33B | 5.58 | 5.26 | 5.75 | ||
Pioneer Disciplined Growth A | 1.86B | 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% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.15B | 5.55 | 7.38 | - | ||
BlackRock US Opportunities Instl | 1.4B | 7.01 | 6.24 | 8.21 | ||
Goldman Sachs US Eq Div and Prem In | 1.45B | 9.03 | 7.81 | 10.26 | ||
Shelton Core Value Direct | 705.68M | 7.13 | 6.64 | 8.64 | ||
Goldman Sachs US Eq Div and Premium | 485.1M | 9.01 | 7.73 | 10.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.25% | - | 3.48 | - | - | |
IBM | US4592001014 | 2.83 | 168.76 | -0.14% | |
CRH | IE0001827041 | 2.30 | 6,174.0 | -0.42% | |
Ford Motor | US3453708600 | 2.16 | 11.87 | -1.78% | |
Boston Properties | US1011211018 | 2.07 | 60.40 | +0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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