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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1076 | 1020 | 1055 | 1317 | 1692 | 2243 |
| Fund Return | 7.59% | 2% | 5.47% | 9.62% | 11.1% | 8.41% |
| Place in category | 973 | 1058 | 1020 | 959 | 937 | 742 |
| % in Category | 83 | 88 | 88 | 87 | 91 | 90 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.85B | 13.16 | 11.06 | 10.22 | ||
| MFS Instl International Equity | 22.53B | 23.23 | 15.17 | 9.39 | ||
| MFS Value R6 | 18.9B | 13.27 | 11.17 | 10.33 | ||
| MFS Growth R6 | 17.41B | 12.41 | 26.38 | 15.73 | ||
| MFS Intl Diversification I | 17.58B | 27.81 | 15.85 | 9.12 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 94.95B | 17.16 | 17.80 | 13.15 | ||
| Dodge & Cox Stock | 68.58B | 13.65 | 15.20 | 12.79 | ||
| Vanguard Equity-Income Adm | 57.34B | 17.22 | 13.31 | 11.73 | ||
| Vanguard Windsor II Admiral | 51.83B | 18.69 | 17.98 | 12.70 | ||
| American Funds Washington Mutual R6 | 45.66B | 17.52 | 18.15 | 13.49 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan | US46625H1005 | 4.79 | 305.89 | -0.17% | |
| Progressive | US7433151039 | 3.73 | 208.00 | -0.12% | |
| McKesson | US58155Q1031 | 3.14 | 831.21 | +1.08% | |
| Cigna | US1255231003 | 2.75 | 274.11 | +1.05% | |
| Rtx Corp | US75513E1010 | 2.71 | 200.93 | +0.53% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | BUY | BUY |
| Summary | Strong Buy | Buy | Buy |
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