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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1016 | 1216 | 1097 | 1411 | 1901 |
Fund Return | 8.99% | 1.55% | 21.55% | 3.14% | 7.13% | 6.63% |
Place in category | 563 | 426 | 528 | 314 | 350 | 227 |
% in Category | 76 | 56 | 69 | 46 | 55 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 26.7B | 13.96 | 6.05 | 9.35 | ||
MFS Value R6 | 21.62B | 14.05 | 6.16 | 9.46 | ||
MFS Growth R6 | 18.92B | 24.92 | 5.72 | 14.85 | ||
MFS Instl International Equity | 17.39B | 7.41 | 3.64 | 7.21 | ||
MFS Intl Diversification I | 14.7B | 9.68 | 1.28 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.02B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 100.41B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 56.22B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.77B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced A | 42.26B | 13.59 | 4.45 | 9.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Dec 24 | - | 2.83 | - | - | |
Goldman Sachs | US38141G1040 | 2.00 | 592.59 | -1.62% | |
Charles Schwab | US8085131055 | 2.00 | 78.19 | +0.44% | |
5 Year Treasury Note Future Dec 24 | - | 1.81 | - | - | |
United States Treasury Notes 0.38% | - | 1.77 | - | - |
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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