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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1090 | 1223 | 1298 | 1759 | 2457 |
Fund Return | 8.96% | 8.96% | 22.3% | 9.09% | 11.95% | 9.41% |
Place in category | 155 | 155 | 131 | 107 | 88 | 45 |
% in Category | 35 | 35 | 37 | 32 | 28 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.36B | 8.81 | 8.53 | 9.46 | ||
MFS Value R6 | 20.16B | 8.84 | 8.65 | 9.57 | ||
MFS Growth R6 | 16.82B | 16.23 | 10.39 | 14.77 | ||
MFS Intl Diversification I | 14.71B | 4.19 | 1.45 | 5.88 | ||
MFS Instl International Equity | 14.39B | 4.74 | 6.55 | 6.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 25.27B | 8.30 | 8.47 | 9.39 | ||
JHancock Disciplined Value Mid Cap | 13.79B | 9.10 | 9.73 | 10.12 | ||
Vanguard Mid-Cap Value Index Admira | 12.54B | 8.12 | 7.37 | 8.93 | ||
Victory Sycamore Established Value6 | 9.93B | 9.24 | 10.04 | 11.66 | ||
Fidelity Valu | 8.49B | 9.33 | 10.74 | 9.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hartford | US4165151048 | 1.56 | 97.90 | +0.42% | |
Toll Brothers | US8894781033 | 1.52 | 123.63 | +1.97% | |
Cencora Inc | US03073E1055 | 1.31 | 224.00 | -0.33% | |
Leidos | US5253271028 | 1.28 | 141.65 | -0.71% | |
Diamondback Energy Inc | - | 1.26 | - | - |
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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