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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1019 | 1080 | 1172 | 1511 | 2157 |
Fund Return | 1.74% | 1.87% | 7.97% | 5.45% | 8.61% | 7.99% |
Place in category | 1100 | 1116 | 1071 | 750 | 669 | 540 |
% in Category | 89 | 88 | 90 | 65 | 64 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 19.72B | 6.80 | 5.69 | 15.51 | ||
American Century Growth Inv | 9.9B | 6.92 | 7.18 | 14.19 | ||
American Century Select Inv | 4.63B | 4.60 | 6.26 | 14.13 | ||
American Century Heritage Inv | 3.88B | 6.67 | -0.93 | 10.23 | ||
American Century Mid Cap Value R6 | 3.28B | 1.17 | 4.11 | 8.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.98B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc Class A | - | 3.69 | - | - | |
Medtronic | IE00BTN1Y115 | 3.15 | 81.37 | +0.96% | |
Johnson & Johnson | - | 3.04 | - | - | |
JPMorgan Chase & Co | - | 2.92 | - | - | |
Bank of America | US0605051046 | 2.57 | 39.99 | +3.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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