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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 | 25.15B | 3.29 | 11.18 | 11.04 | ||
| MFS Instl International Equity | 22.62B | 1.45 | 12.55 | 10.22 | ||
| MFS Value R6 | 18.88B | 3.31 | 11.30 | 11.16 | ||
| MFS Intl Diversification I | 17.5B | 5.12 | 14.65 | 10.20 | ||
| MFS Growth R6 | 16.22B | -1.03 | 22.83 | 16.22 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.08B | 1.76 | 17.41 | 13.85 | ||
| Dodge & Cox Stock | 69.31B | 1.51 | 13.33 | 13.77 | ||
| Vanguard Equity-Income Adm | 59.07B | 3.39 | 13.51 | 12.46 | ||
| Vanguard Windsor II Admiral | 52.98B | 2.76 | 16.52 | 13.62 | ||
| American Funds Washington Mutual R6 | 46.34B | 1.79 | 17.76 | 14.19 |
| 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 | Neutral | Buy | Buy |
| Technical Indicators | Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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