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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 1044 | 1281 | 1255 | 1747 | 2284 |
Fund Return | 11.25% | 4.36% | 28.09% | 7.86% | 11.81% | 8.61% |
Place in category | 109 | 496 | 148 | 236 | 418 | 407 |
% in Category | 9 | 39 | 14 | 23 | 42 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.12B | 8.88 | 5.71 | 8.21 | ||
Lord Abbett Growth Leaders I | 2.83B | 16.66 | 2.22 | 14.30 | ||
Lord Abbett Natl Tax-Free Income A | 2.57B | -0.53 | -2.36 | 2.43 | ||
Lord Abbett Calibrated Dividend GrA | 2.54B | 10.97 | 8.10 | 10.85 | ||
Lord Abbett Intermediate Tax Free I | 2.44B | -0.30 | -1.34 | 2.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.44B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.15 | 196.30 | -1.19% | |
Alphabet A | US02079K3059 | 2.95 | 179.63 | +1.89% | |
Diamondback | US25278X1090 | 2.80 | 190.88 | -0.96% | |
Shell ADR | US7802593050 | 2.78 | 69.94 | -0.13% | |
Allstate | US0200021014 | 2.73 | 160.51 | -1.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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