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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1100 | 1221 | 1330 | 1717 | 2563 |
Fund Return | 10% | 10% | 22.13% | 9.99% | 11.42% | 9.87% |
Place in category | 384 | 384 | 469 | 341 | 396 | 166 |
% in Category | 29 | 29 | 40 | 32 | 39 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 13.44B | 13.41 | 11.60 | 16.16 | ||
AB International Strat Eqs Adv | 6.54B | 12.56 | 3.80 | - | ||
AB Large Cap Growth Z | 6.15B | 13.42 | 11.68 | - | ||
AB Intermediate Diversified Muni A | 4.91B | 0.24 | -0.01 | 1.62 | ||
AB Intermediate Diversified Muni Ad | 4.91B | 0.31 | 0.24 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.37B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.98 | 59.91 | +0.13% | |
JPMorgan | US46625H1005 | 3.97 | 190.53 | -0.59% | |
Elevance Health | US0367521038 | 3.74 | 527.01 | +0.27% | |
Berkshire Hathaway B | US0846707026 | 3.54 | 400.77 | +0.04% | |
Mastercard | US57636Q1040 | 3.40 | 443.61 | +0.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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