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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 998 | 1029 | 991 | 1058 | 1167 |
Fund Return | -0.1% | -0.21% | 2.86% | -0.3% | 1.13% | 1.56% |
Place in category | 137 | 159 | 80 | 148 | 74 | 21 |
% in Category | 62 | 71 | 41 | 77 | 42 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.27B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.92B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.83B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 15.28B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.43B | 1.34 | 4.16 | 6.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 28.49B | -0.10 | 0.44 | 1.50 | ||
Vanguard Short-Term Tx-Ex Adm | 14.43B | 0.44 | 1.21 | 1.23 | ||
AB Diversified Municipal | 4.91B | -0.40 | -0.27 | 1.72 | ||
AB Intermediate Diversified Muni A | 4.91B | -0.46 | -0.46 | 1.48 | ||
AB Intermediate Diversified Muni Ad | 4.91B | -0.38 | -0.21 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PHOENIX ARIZ INDL DEV AUTH SOLID WASTE DISP REV 2% | - | 0.97 | - | - | |
CHANDLER ARIZ INDL DEV AUTH INDL DEV REV 5% | - | 0.74 | - | - | |
COLORADO HEALTH FACS AUTH REV 5% | - | 0.71 | - | - | |
TENNESSEE ENERGY ACQUISITION CORP GAS REV 4% | - | 0.71 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25% | - | 0.71 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Strong Buy | Buy | Neutral |
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