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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1086 | 1022 | 1067 | 1359 | 1791 | 2508 |
| Fund Return | 8.64% | 2.24% | 6.66% | 10.77% | 12.37% | 9.63% |
| Place in category | - | - | - | - | - | - |
| % in Category | 77 | 87 | 84 | 77 | 82 | 66 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Large Cap Value CIT CL 5 | 2.23B | 8.73 | 10.87 | 9.72 | ||
| MFS International Growth Eq CIT Cl2 | 337.58M | 20.75 | 18.53 | 9.77 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 95.55B | 14.85 | 17.95 | 12.81 | ||
| Dodge & Cox Stock | 68.4B | 10.20 | 14.55 | 12.09 | ||
| Vanguard Equity-Income Adm | 57.9B | 13.00 | 12.97 | 11.21 | ||
| Vanguard Windsor II Admiral | 52.02B | 14.51 | 16.95 | 11.99 | ||
| American Funds Washington Mutual R6 | 46.2B | 15.15 | 18.30 | 13.14 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan | US46625H1005 | 4.86 | 300.51 | -4.66% | |
| McKesson | US58155Q1031 | 3.37 | 795.06 | -0.36% | |
| Progressive | US7433151039 | 3.19 | 226.35 | +1.43% | |
| Rtx Corp | US75513E1010 | 2.85 | 171.93 | +0.24% | |
| J&J | US4781601046 | 2.52 | 200.00 | -0.80% |
| 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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