
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1031 | 1177 | 1136 | 1381 | 1796 |
Fund Return | 12.14% | 3.1% | 17.67% | 4.35% | 6.67% | 6.03% |
Place in category | 575 | 368 | 538 | 394 | 466 | 342 |
% in Category | 80 | 55 | 74 | 58 | 74 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.69B | 6.81 | 11.90 | 9.39 | ||
MFS Instl International Equity | 20.07B | 17.36 | 15.60 | 8.10 | ||
MFS Value R6 | 18.85B | 6.86 | 12.02 | 9.50 | ||
MFS Growth R6 | 18.57B | 7.29 | 23.37 | 15.60 | ||
MFS Intl Diversification I | 15.86B | 17.56 | 14.13 | 7.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 116.26B | 8.11 | 12.92 | 8.94 | ||
Vanguard Wellington Admiral | 98.12B | 6.79 | 12.77 | 9.12 | ||
American Funds American Balanced R6 | 59.07B | 8.27 | 13.27 | 9.27 | ||
Vanguard Balanced Index Adm | 45.66B | 5.40 | 12.47 | 8.62 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Dec 24 | - | 2.85 | - | - | |
Charles Schwab | US8085131055 | 2.23 | 92.42 | +1.27% | |
Goldman Sachs | US38141G1040 | 2.01 | 709.18 | +0.05% | |
Medtronic | IE00BTN1Y115 | 1.73 | 88.65 | -1.26% | |
Comcast | US20030N1019 | 1.67 | 34.76 | +1.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review