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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1069 | 1198 | 1248 | 1579 | 2304 |
Fund Return | 7.82% | 6.86% | 19.83% | 7.65% | 9.57% | 8.7% |
Place in category | 79 | 95 | 145 | 225 | 429 | 344 |
% in Category | 7 | 8 | 13 | 22 | 42 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.14B | 5.61 | 5.36 | 8.04 | ||
Lord Abbett Growth Leaders I | 2.67B | 10.85 | -0.94 | 13.94 | ||
Lord Abbett Natl Tax-Free Income A | 2.52B | -0.82 | -2.20 | 2.61 | ||
Lord Abbett Intermediate Tax Free I | 2.41B | -0.28 | -1.15 | 2.26 | ||
Lord Abbett Calibrated Dividend GrA | 2.48B | 5.60 | 6.87 | 10.44 |
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 % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 4.15 | - | - | |
Allstate Corp | - | 2.66 | - | - | |
Diamondback Energy Inc | - | 2.64 | - | - | |
Alphabet Inc Class A | - | 2.62 | - | - | |
Charles Schwab Corp | - | 2.54 | - | - |
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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