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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1027 | 1252 | 1141 | 1732 | 2660 |
Fund Return | 7.56% | 2.7% | 25.23% | 4.5% | 11.61% | 10.28% |
Place in category | - | - | - | - | - | - |
% in Category | 55 | 76 | 30 | 80 | 46 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Managed Account Portfolio | 859.01M | 5.34 | 2.19 | 6.70 | ||
Growth Managed Account Portfolio MA | 564.92M | 7.16 | 3.49 | 8.17 | ||
Aggressive Managed Account Portfoli | 531.9M | 8.38 | 4.42 | 8.91 | ||
Lazard/Wilmington Global Managed Vo | 36.32M | -6.65 | 4.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.08B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AIG | US0268747849 | 4.57 | 73.42 | -0.93% | |
ConocoPhillips | US20825C1045 | 4.01 | 109.39 | -1.35% | |
Bank of America | US0605051046 | 3.35 | 39.24 | -0.05% | |
Abbott Labs | US0028241000 | 3.10 | 103.68 | +0.22% | |
Allstate | US0200021014 | 3.07 | 157.07 | -2.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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