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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 1035 | 1082 | 939 | 1095 | 1288 |
Fund Return | 0.01% | 3.49% | 8.22% | -2.07% | 1.84% | 2.56% |
Place in category | 103 | 100 | 76 | 77 | 69 | 33 |
% in Category | 87 | 89 | 82 | 100 | 100 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.2B | 8.38 | 8.38 | 12.71 | ||
Pioneer Fundamental Growth Y | 4.6B | 7.10 | 8.38 | 14.00 | ||
Pioneer Multi Asset Income Y | 2.33B | 3.84 | 5.47 | 5.74 | ||
Pioneer Disciplined Growth A | 1.83B | 3.99 | 6.63 | 13.20 | ||
Pioneer Core Equity A | 1.79B | 3.81 | 4.34 | 10.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.13B | 3.39 | 6.93 | - | ||
BlackRock US Opportunities Instl | 1.44B | 3.95 | 6.02 | 8.15 | ||
Goldman Sachs US Eq Div and Prem In | 1.43B | 4.31 | 6.50 | 9.99 | ||
Shelton Core Value Direct | 694.15M | 4.15 | 6.67 | 8.51 | ||
Goldman Sachs US Eq Div and Premium | 479.94M | 4.29 | 6.41 | 9.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.25% | - | 3.48 | - | - | |
IBM | US4592001014 | 2.83 | 168.13 | +0.45% | |
CRH | IE0001827041 | 2.30 | 6,032.0 | -0.23% | |
Ford Motor | US3453708600 | 2.16 | 12.07 | -0.04% | |
Boston Properties | US1011211018 | 2.07 | 60.35 | +1.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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