Please try another search
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1082 | 1022 | 1062 | 1340 | 1750 | 2380 |
| Fund Return | 8.22% | 2.19% | 6.2% | 10.24% | 11.84% | 9.06% |
| Place in category | 142 | 163 | 148 | 148 | 156 | 125 |
| % in Category | 80 | 87 | 85 | 82 | 86 | 78 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.58B | 8.50 | 10.73 | 9.50 | ||
| MFS Instl International Equity | 22.39B | 18.92 | 17.64 | 8.62 | ||
| MFS Growth R6 | 18.06B | 15.78 | 27.25 | 16.09 | ||
| MFS Value R6 | 18.85B | 8.60 | 10.84 | 9.62 | ||
| MFS Intl Diversification I | 16.68B | 24.47 | 19.05 | 8.56 |
| 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 | 315.04 | -0.34% | |
| McKesson | US58155Q1031 | 3.35 | 808.62 | -0.68% | |
| Progressive | US7433151039 | 3.15 | 222.89 | -1.85% | |
| Rtx Corp | US75513E1010 | 3.01 | 171.10 | -0.12% | |
| American Express | US0258161092 | 2.52 | 370.35 | -0.22% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Sell |
| Summary | Strong Buy | Strong Buy | Neutral |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review