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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 968 | 1025 | 1023 | 1089 | 1343 | 1854 |
Fund Return | -3.17% | 2.46% | 2.27% | 2.9% | 6.07% | 6.37% |
Place in category | 596 | 657 | 566 | 547 | 471 | 340 |
% in Category | 82 | 93 | 79 | 82 | 78 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.31B | -0.52 | 8.11 | 7.88 | ||
Vanguard Wellington Admiral | 94.12B | -1.53 | 8.15 | 8.06 | ||
American Funds American Balanced R6 | 56.27B | -0.42 | 8.45 | 8.21 | ||
Vanguard Balanced Index Adm | 44.28B | -1.88 | 7.76 | 7.77 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Express Scripts Holding Co 3.9% | - | 2.25 | - | - | |
United States Treasury Notes 0.12% | - | 1.93 | - | - | |
United States Treasury Bonds 2% | - | 1.51 | - | - | |
Vanguard S&P Mid-Cap 400 ETF | - | 1.42 | - | - | |
Valero Energy Partners LP 4.38% | - | 1.41 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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