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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1012 | 1234 | 1180 | 1516 | 2239 |
Fund Return | 9.26% | 1.21% | 23.37% | 5.69% | 8.68% | 8.4% |
Place in category | 295 | 198 | 337 | 247 | 264 | 130 |
% in Category | 73 | 49 | 86 | 68 | 78 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 22.02B | 21.50 | 5.62 | 15.81 | ||
American Century Growth Inv | 10.67B | 18.74 | 5.90 | 14.56 | ||
American Century Select Inv | 5.15B | 19.46 | 6.54 | 14.53 | ||
American Century Heritage Inv | 4.44B | 17.50 | -0.82 | 10.53 | ||
American Century Mid Cap Value R6 | 3.32B | 9.59 | 6.05 | 8.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 23.4B | 8.24 | 6.34 | 9.00 | ||
JHancock Disciplined Value Mid Cap | 15.75B | 10.71 | 7.35 | 9.70 | ||
Vanguard Mid-Cap Value Index Admira | 13.23B | 16.27 | 6.85 | 9.07 | ||
Victory Sycamore Established Value6 | 11.02B | 11.67 | 7.50 | 11.36 | ||
MFS Mid Cap Value R6 | 10.22B | 16.04 | 7.78 | 9.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Zimmer Biomet | US98956P1021 | 2.97 | 109.94 | +0.44% | |
Conagra Brands | US2058871029 | 2.13 | 27.68 | -0.22% | |
Henry Schein | US8064071025 | 2.06 | 67.46 | -1.22% | |
Northern Trust | US6658591044 | 2.05 | 106.95 | +0.19% | |
Enterprise Products Partners LP | US2937921078 | 1.94 | 30.43 | -0.46% |
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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