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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1089 | 1143 | 1306 | 1558 | 2268 |
Fund Return | 3.42% | 8.93% | 14.26% | 9.31% | 9.28% | 8.54% |
Place in category | 750 | 713 | 557 | 598 | 678 | 437 |
% in Category | 58 | 57 | 48 | 51 | 64 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Pyrford International Stock I | 266.06M | -0.43 | 4.45 | 3.83 | ||
BMO Ultra Short Tax-Free I | 90.92M | 0.42 | 1.26 | 1.15 | ||
BMO Large-Cap Growth I | 35.8M | 9.70 | 12.90 | 14.76 | ||
BMO Small-Cap Growth I | 3.57M | 4.51 | -1.73 | 5.17 |
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 % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.08 | 117.26 | +2.87% | |
Wells Fargo&Co | US9497461015 | 2.77 | 59.92 | +1.20% | |
Walmart | US9311421039 | 2.57 | 65.76 | +1.34% | |
American Express | US0258161092 | 2.28 | 240.00 | +1.17% | |
Citigroup | US1729674242 | 2.19 | 62.31 | +0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Neutral |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Neutral | Buy |
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