
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 997 | 1043 | 1044 | 1147 | 1369 | 1961 |
Fund Return | -0.25% | 4.27% | 4.38% | 4.69% | 6.49% | 6.97% |
Place in category | 504 | 491 | 506 | 455 | 439 | 283 |
% in Category | 70 | 71 | 71 | 68 | 72 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 23.88B | 1.12 | 8.10 | 8.80 | ||
MFS Instl International Equity | 18.97B | 10.05 | 10.36 | 7.09 | ||
MFS Value R6 | 18.89B | 1.15 | 8.21 | 8.92 | ||
MFS Growth R6 | 16.92B | -7.65 | 13.92 | 13.98 | ||
MFS Intl Diversification I | 15.18B | 8.89 | 8.73 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 108.52B | -0.52 | 8.11 | 7.88 | ||
Vanguard Wellington Admiral | 95.02B | -1.53 | 8.15 | 8.06 | ||
American Funds American Balanced R6 | 54.81B | -0.42 | 8.45 | 8.21 | ||
Vanguard Balanced Index Adm | 44.63B | -1.88 | 7.76 | 7.77 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 1.38% | - | 2.54 | - | - | |
Microsoft Corp | - | 2.15 | - | - | |
Comcast Corp Class A | - | 2.14 | - | - | |
Johnson & Johnson | - | 2.02 | - | - | |
Goldman Sachs Group Inc | - | 1.50 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Neutral |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Buy | Strong Sell | Neutral |
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