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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1059 | 1154 | 1159 | 1523 | 2247 |
Fund Return | 10.72% | 5.87% | 15.37% | 5.04% | 8.78% | 8.43% |
Place in category | 1088 | 768 | 1099 | 992 | 943 | 535 |
% in Category | 91 | 65 | 94 | 91 | 91 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.6B | 22.66 | 10.18 | 13.47 | ||
Pioneer Fundamental Growth Y | 4.8B | 16.75 | 8.79 | 14.13 | ||
Pioneer Multi Asset Income Y | 2.73B | 10.16 | 7.09 | 6.07 | ||
Pioneer Disciplined Growth A | 1.95B | 13.87 | 6.66 | 13.23 | ||
Pioneer Core Equity A | 1.84B | 9.78 | 3.93 | 10.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 15.54 | 8.74 | 11.06 | ||
Vanguard Equity-Income Adm | 53.58B | 14.36 | 8.97 | 10.25 | ||
Vanguard Windsor II Admiral | 50.39B | 15.09 | 8.23 | 10.72 | ||
American Funds American Mutual A | 42.06B | 15.73 | 8.94 | 9.91 | ||
Vanguard Value Index Adm | 38.22B | 17.14 | 9.57 | 10.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 4.93 | 115.82 | +2.68% | |
Wells Fargo&Co | US9497461015 | 4.60 | 55.90 | -0.87% | |
J&J | US4781601046 | 4.38 | 161.40 | +0.01% | |
Cisco | US17275R1023 | 3.34 | 53.02 | +0.32% | |
United Parcel Service | US9113121068 | 3.23 | 134.26 | +0.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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