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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 987 | 1004 | 1030 | 909 | 1047 | 1289 |
Fund Return | -1.29% | 0.44% | 2.95% | -3.12% | 0.93% | 2.57% |
Place in category | 297 | 290 | 329 | 180 | 108 | 11 |
% in Category | 63 | 64 | 81 | 55 | 40 | 6 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 4.25% | - | 2.11 | - | - | |
Bristol-Myers Squibb Company 5.2% | - | 1.66 | - | - | |
San Diego Gas & Electric Company 4.95% | - | 1.30 | - | - | |
Morgan Stanley 5.164% | - | 1.24 | - | - | |
Amgen Inc. 5.25% | - | 1.24 | - | - |
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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