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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1162 | 1063 | 1233 | 1182 | 1748 | 2504 |
Fund Return | 16.19% | 6.26% | 23.31% | 5.72% | 11.82% | 9.61% |
Place in category | 14 | 48 | 33 | 15 | 32 | 14 |
% in Category | 5 | 24 | 9 | 12 | 14 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.77B | 14.58 | 7.63 | 12.52 | ||
Eaton Vance Atlanta Capital SMID R6 | 5.69B | 14.64 | 7.70 | 12.62 | ||
Eaton Vance National Municipal IncI | 3.29B | 2.17 | -0.13 | 3.09 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.22B | 20.61 | 8.50 | 12.58 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.42B | 20.78 | 8.77 | 12.91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12B | 16.11 | 3.57 | 10.10 | ||
JHVIT Strategic Equity Allocation T | 7.38B | 15.74 | 6.49 | 9.52 | ||
JPMorgan Investor Growth A | 4.59B | 14.45 | 5.41 | 9.20 | ||
Franklin Mutual Shares Z | 4.19B | 13.05 | 6.43 | 6.26 | ||
Franklin Mutual Shares A | 2.84B | 12.87 | 6.18 | 5.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.51 | 227.52 | +0.51% | |
Microsoft | US5949181045 | 4.48 | 431.34 | -0.18% | |
NVIDIA | US67066G1040 | 3.29 | 124.04 | +0.43% | |
Amazon.com | US0231351067 | 3.20 | 191.16 | -0.71% | |
Alphabet A | US02079K3059 | 2.39 | 162.71 | +0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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