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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 1032 | 1183 | 1153 | 1415 | 1888 |
Fund Return | 12.64% | 3.2% | 18.27% | 4.86% | 7.19% | 6.56% |
Place in category | 538 | 347 | 468 | 305 | 396 | 258 |
% in Category | 75 | 51 | 63 | 46 | 61 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.13B | 1.12 | 8.10 | 8.80 | ||
MFS Instl International Equity | 19.44B | 10.05 | 10.36 | 7.09 | ||
MFS Value R6 | 18.86B | 1.15 | 8.21 | 8.92 | ||
MFS Growth R6 | 17.55B | -7.65 | 13.92 | 13.98 | ||
MFS Intl Diversification I | 15.52B | 8.89 | 8.73 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.23B | -0.52 | 8.11 | 7.88 | ||
Vanguard Wellington Admiral | 94.12B | -1.53 | 8.15 | 8.06 | ||
American Funds American Balanced R6 | 55.77B | -0.42 | 8.45 | 8.21 | ||
Vanguard Balanced Index Adm | 44.28B | -1.88 | 7.76 | 7.77 | ||
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 | 87.40 | +0.10% | |
Goldman Sachs | US38141G1040 | 2.01 | 598.54 | +0.05% | |
Medtronic | IE00BTN1Y115 | 1.73 | 80.68 | -0.28% | |
Comcast | US20030N1019 | 1.67 | 34.52 | -0.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Sell | Strong Buy | Strong Sell |
Summary | Sell | Neutral | Strong Sell |
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