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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1098 | 1015 | 1046 | 1268 | 1374 | 2005 |
| Fund Return | 9.75% | 1.49% | 4.6% | 8.23% | 6.56% | 7.2% |
| Place in category | 425 | 454 | 436 | 421 | 360 | 284 |
| % in Category | 84 | 92 | 87 | 88 | 78 | 80 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.53B | 11.62 | 9.35 | 9.78 | ||
| MFS Instl International Equity | 22.18B | 20.17 | 13.29 | 8.88 | ||
| MFS Value R6 | 18.94B | 11.72 | 9.46 | 9.90 | ||
| MFS Growth R6 | 17.77B | 13.33 | 24.06 | 15.72 | ||
| MFS Intl Diversification I | 16.1B | 25.44 | 14.40 | 8.72 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds American Balanced A | 125.29B | 18.20 | 14.63 | 9.65 | ||
| Vanguard Wellington Admiral | 109.25B | 16.66 | 14.20 | 9.96 | ||
| American Funds American Balanced R6 | 63.05B | 18.52 | 14.97 | 9.99 | ||
| Vanguard Balanced Index Adm | 49.95B | 13.74 | 13.79 | 9.36 | ||
| Fidelity Balanced | 42.99B | 15.12 | 15.88 | 10.93 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Ust Bond 2Yr Future Dec 31 25 | - | 2.68 | - | - | |
| Charles Schwab | US8085131055 | 2.56 | 101.18 | -0.23% | |
| J&J | US4781601046 | 1.87 | 205.78 | -0.74% | |
| Becton Dickinson | US0758871091 | 1.85 | 195.67 | -0.54% | |
| Bank of America | US0605051046 | 1.84 | 55.97 | +0.16% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Strong Sell | Sell |
| Technical Indicators | Strong Sell | Sell | BUY |
| Summary | Strong Sell | Strong Sell | Neutral |
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