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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1179 | 1066 | 1295 | 1281 | 1672 | 2483 |
Fund Return | 17.9% | 6.58% | 29.48% | 8.6% | 10.82% | 9.52% |
Place in category | 281 | 916 | 292 | 785 | 599 | 311 |
% in Category | 27 | 78 | 29 | 72 | 59 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.95B | 17.12 | 10.14 | 13.22 | ||
Eaton Vance Atlanta Capital SMID R6 | 5.88B | 17.17 | 10.21 | 13.31 | ||
Eaton Vance National Municipal IncI | 3.38B | 3.49 | 0.59 | 3.15 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.24B | 22.11 | 10.94 | 12.78 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.44B | 22.31 | 11.22 | 13.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 16.29 | 10.29 | 11.26 | ||
Vanguard Equity-Income Adm | 54.18B | 16.01 | 10.77 | 10.58 | ||
Vanguard Windsor II Admiral | 50.3B | 15.67 | 9.72 | 10.95 | ||
American Funds American Mutual A | 41.88B | 17.66 | 10.79 | 10.22 | ||
Vanguard Value Index Adm | 38.71B | 18.97 | 11.64 | 10.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.86 | 225.50 | +1.43% | |
NextEra Energy | US65339F1012 | 3.05 | 82.87 | +1.77% | |
Home Depot | US4370761029 | 2.88 | 402.89 | +1.00% | |
Thermo Fisher Scientific | US8835561023 | 2.73 | 552.54 | -0.33% | |
Charles Schwab | US8085131055 | 2.62 | 72.04 | +0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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