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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1048 | 1102 | 1216 | 1588 | 2404 |
Fund Return | 4.85% | 4.85% | 10.24% | 6.74% | 9.69% | 9.17% |
Place in category | 357 | 357 | 378 | 263 | 216 | 58 |
% in Category | 87 | 87 | 93 | 69 | 62 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 18.84B | 10.90 | 9.74 | 15.78 | ||
American Century Growth Inv | 9.63B | 11.88 | 11.32 | 14.64 | ||
American Century Select Inv | 4.46B | 9.63 | 10.65 | 14.61 | ||
American Century Heritage Inv | 3.91B | 12.48 | 2.50 | 10.36 | ||
American Century Equity Income Inv | 3.04B | 5.47 | 5.66 | 8.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 25.27B | 8.30 | 8.47 | 9.39 | ||
JHancock Disciplined Value Mid Cap | 13.98B | 9.10 | 9.73 | 10.12 | ||
Vanguard Mid-Cap Value Index Admira | 12.54B | 8.12 | 7.37 | 8.93 | ||
Victory Sycamore Established Value6 | 10.07B | 9.24 | 10.04 | 11.66 | ||
MFS Mid Cap Value R6 | 9.18B | 8.96 | 9.09 | 9.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Zimmer Biomet Holdings Inc | - | 3.06 | - | - | |
Conagra Brands Inc | - | 2.41 | - | - | |
Northern Trust Corp | - | 2.17 | - | - | |
Bank of New York Mellon Corp | - | 2.13 | - | - | |
Enterprise Products Partners LP | - | 2.04 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Buy |
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