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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1032 | 1075 | 1111 | 1334 | 1618 | 2578 |
| Fund Return | 3.2% | 7.45% | 11.1% | 10.07% | 10.1% | 9.93% |
| Place in category | 796 | 587 | 910 | 944 | 888 | 731 |
| % in Category | 68 | 49 | 82 | 89 | 89 | 89 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 23.58B | 4.53 | 14.15 | 10.01 | ||
| MFS Instl International Equity | 21.83B | 3.77 | 13.20 | 9.95 | ||
| MFS Intl Diversification I | 17.2B | 9.55 | 17.10 | 9.92 | ||
| MFS Growth R6 | 16.05B | 5.49 | 22.04 | 16.24 | ||
| MFS Value R6 | 16.82B | 4.58 | 14.27 | 10.13 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 97.6B | 5.78 | 19.09 | 13.36 | ||
| Dodge & Cox Stock | 68.44B | 3.58 | 16.47 | 12.81 | ||
| Vanguard Equity-Income Adm | 61.24B | 8.99 | 18.51 | 12.05 | ||
| Vanguard Windsor II Admiral | 54.07B | 6.67 | 18.67 | 12.98 | ||
| American Funds Washington Mutual R6 | 48.96B | 5.91 | 19.45 | 13.70 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | - | 4.85 | - | - | |
| Progressive Corp | - | 3.41 | - | - | |
| McKesson Corp | - | 3.03 | - | - | |
| The Cigna Group | - | 2.92 | - | - | |
| RTX Corp | - | 2.73 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | BUY | Strong Buy | Strong Buy |
| Summary | Buy | Strong Buy | Strong Buy |
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