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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1279 | 1119 | 1279 | 1383 | 2045 | 2753 |
Fund Return | 27.95% | 11.85% | 27.95% | 11.41% | 15.38% | 10.66% |
Place in category | 181 | 555 | 181 | 103 | 321 | 458 |
% in Category | 13 | 39 | 13 | 9 | 31 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.89B | 6.52 | 5.81 | 8.85 | ||
MFS Value R6 | 20.39B | 6.58 | 5.93 | 8.97 | ||
MFS Growth R6 | 16.85B | 24.48 | 8.57 | 15.22 | ||
MFS Instl International Equity | 15.39B | 4.74 | 4.21 | 6.40 | ||
MFS Intl Diversification I | 14.07B | 5.40 | 0.20 | 5.53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 682.25B | 13.58 | 7.92 | - | ||
Fidelity 500 Index Institutional Pr | 568.29B | 15.28 | 10.00 | 12.85 | ||
Vanguard 500 Index Admiral | 530.69B | 15.27 | 9.97 | 12.82 | ||
Vanguard Total Stock Market Admiral | 387.96B | 13.57 | 7.90 | 12.10 | ||
Vanguard 500 Index Institutional Se | 182.04B | 15.28 | 10.00 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.15 | 398.43 | -0.30% | |
Apple | US0378331005 | 6.89 | 209.82 | +1.25% | |
Amazon.com | US0231351067 | 3.90 | 162.77 | +0.52% | |
NVIDIA | US67066G1040 | 3.52 | 98.91 | -5.12% | |
Alphabet C | US02079K1079 | 2.66 | 160.75 | +0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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