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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1108 | 1241 | 1450 | 1997 | 2980 |
Fund Return | 4.07% | 10.84% | 24.09% | 13.18% | 14.83% | 11.54% |
Place in category | 495 | 282 | 45 | 33 | 15 | 7 |
% in Category | 40 | 21 | 5 | 3 | 2 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth C | 14.31B | 10.08 | 8.44 | 13.95 | ||
Loomis Sayles Growth N | 14.31B | 10.52 | 9.62 | 15.18 | ||
Loomis Sayles Growth Y | 14.31B | 10.50 | 9.53 | 15.09 | ||
Loomis Sayles Growth A | 14.31B | 10.38 | 9.25 | 14.80 | ||
Loomis Sayles Global Equity and InY | 3B | 5.67 | 2.29 | 7.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.52B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.30 | 184.03 | +2.67% | |
Capital One Financial | US14040H1059 | 2.83 | 134.86 | -2.05% | |
ICE | US45866F1049 | 2.78 | 137.33 | -1.00% | |
Wells Fargo&Co | US9497461015 | 2.60 | 57.20 | -3.07% | |
ConocoPhillips | US20825C1045 | 2.59 | 114.99 | -0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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