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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1039 | 1171 | 1187 | 1509 | 2351 |
Fund Return | 4.42% | 3.94% | 17.07% | 5.88% | 8.57% | 8.92% |
Place in category | 498 | 448 | 770 | 929 | 888 | 550 |
% in Category | 36 | 36 | 65 | 84 | 85 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.35B | 2.13 | 10.46 | 13.71 | ||
Pioneer Fundamental Growth Y | 4.52B | 2.82 | 10.91 | 14.16 | ||
Pioneer Multi Asset Income Y | 3.11B | 2.94 | 6.04 | 6.72 | ||
Pioneer Disciplined Growth A | 1.96B | 4.20 | 10.86 | 14.15 | ||
Pioneer Core Equity A | 1.89B | 5.75 | 7.00 | 11.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.08B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 4.28 | 76.00 | -1.58% | |
Exxon Mobil | US30231G1022 | 4.22 | 109.73 | -1.38% | |
United Parcel Service | US9113121068 | 3.69 | 118.11 | +1.68% | |
Walt Disney | US2546871060 | 3.29 | 110.53 | -0.60% | |
IBM | US4592001014 | 3.27 | 257.75 | -1.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | Strong Buy | Sell | Strong Sell |
Summary | Buy | Sell | Strong Sell |
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