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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1017 | 1116 | 984 | 1278 | 1482 |
Fund Return | 4.25% | 1.75% | 11.57% | -0.54% | 5.02% | 4.01% |
Place in category | 53 | 202 | 99 | 378 | 159 | 154 |
% in Category | 13 | 42 | 21 | 84 | 37 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.12B | 8.88 | 5.71 | 8.21 | ||
Lord Abbett Growth Leaders I | 2.83B | 16.66 | 2.22 | 14.30 | ||
Lord Abbett Natl Tax-Free Income A | 2.57B | -0.53 | -2.36 | 2.43 | ||
Lord Abbett Calibrated Dividend GrA | 2.54B | 10.97 | 8.10 | 10.85 | ||
Lord Abbett Intermediate Tax Free I | 2.44B | -0.30 | -1.34 | 2.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.51B | 1.90 | 1.03 | 5.15 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.08B | 2.51 | 0.30 | 4.61 | ||
Vanguard Tax-Managed Balanced Adm | 9.56B | 4.43 | 3.92 | 7.22 | ||
Vanguard Wellesley Income Inv | 8.85B | 1.90 | 0.97 | 5.08 | ||
BlackRock Multi-Asset Income Instl | 5.96B | 2.66 | 1.00 | 3.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lord Abbett Core Fixed Income I | - | 33.59 | - | - | |
Lord Abbett Income I | - | 10.82 | - | - | |
Lord Abbett Fundamental Equity I | - | 9.18 | - | - | |
Lord Abbett High Yield I | - | 8.51 | - | - | |
Lord Abbett Dividend Growth I | - | 6.71 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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