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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1012 | 1075 | 974 | 1222 | 1465 |
Fund Return | 1.85% | 1.23% | 7.46% | -0.89% | 4.09% | 3.89% |
Place in category | 46 | 62 | 87 | 360 | 162 | 156 |
% in Category | 11 | 14 | 21 | 81 | 38 | 53 |
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% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | -0.52 | 0.70 | 5.02 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | -0.01 | -0.28 | 4.51 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 2.21 | 3.32 | 7.17 | ||
Vanguard Wellesley Income Inv | 8.86B | -0.53 | 0.63 | 4.95 | ||
BlackRock Multi-Asset Income Instl | 5.97B | 0.67 | 0.62 | 3.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lord Abbett Core Fixed Income I | - | 33.48 | - | - | |
Lord Abbett Income I | - | 10.80 | - | - | |
Lord Abbett Fundamental Equity I | - | 8.82 | - | - | |
Lord Abbett High Yield I | - | 8.38 | - | - | |
Lord Abbett Dividend Growth I | - | 6.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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