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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1030 | 1176 | 1136 | 1381 | 1796 |
Fund Return | 12.11% | 3.05% | 17.63% | 4.34% | 6.67% | 6.03% |
Place in category | 579 | 377 | 544 | 398 | 471 | 347 |
% in Category | 81 | 56 | 75 | 58 | 75 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.95B | 4.16 | 7.09 | 9.68 | ||
MFS Value R6 | 20.18B | 4.15 | 7.20 | 9.79 | ||
MFS Growth R6 | 18.62B | 4.12 | 12.56 | 15.91 | ||
MFS Instl International Equity | 17.6B | 5.56 | 5.16 | 7.55 | ||
MFS Growth I | 15.02B | 4.11 | 12.46 | 15.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.71B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 56.55B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 42.26B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Dec 24 | - | 2.85 | - | - | |
Charles Schwab | US8085131055 | 2.23 | 80.58 | -3.12% | |
Goldman Sachs | US38141G1040 | 2.01 | 648.36 | -1.15% | |
Medtronic | IE00BTN1Y115 | 1.73 | 90.59 | +0.64% | |
Comcast | US20030N1019 | 1.67 | 34.65 | +0.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Sell | Strong Sell | Strong Sell |
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