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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1054 | 1093 | 1185 | 1421 | 2244 |
Fund Return | 5.39% | 5.39% | 9.29% | 5.83% | 7.28% | 8.42% |
Place in category | 1178 | 1178 | 1161 | 1034 | 1006 | 558 |
% in Category | 95 | 95 | 96 | 91 | 94 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 18.72B | 10.90 | 9.74 | 15.78 | ||
American Century Growth Inv | 9.51B | 11.88 | 11.32 | 14.64 | ||
American Century Select Inv | 4.42B | 9.63 | 10.65 | 14.61 | ||
American Century Heritage Inv | 3.89B | 12.48 | 2.50 | 10.36 | ||
American Century Mid Cap Value R6 | 3.25B | 4.85 | 6.74 | 9.17 |
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 % | |
---|---|---|---|---|---|
Johnson & Johnson | - | 5.31 | - | - | |
Medtronic | IE00BTN1Y115 | 5.06 | 81.68 | +0.94% | |
Colgate-Palmolive Co | - | 2.61 | - | - | |
Exxon Mobil Corp | - | 2.39 | - | - | |
Becton Dickinson & Co | - | 2.38 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Strong Buy | Sell |
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