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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1044 | 1140 | 1134 | 1438 | 1903 |
Fund Return | 4.41% | 4.41% | 13.97% | 4.27% | 7.54% | 6.65% |
Place in category | 577 | 577 | 455 | 287 | 296 | 207 |
% in Category | 76 | 76 | 60 | 43 | 47 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.5B | 8.81 | 8.53 | 9.46 | ||
MFS Value R6 | 20.29B | 8.84 | 8.65 | 9.57 | ||
MFS Growth R6 | 17.22B | 16.23 | 10.39 | 14.77 | ||
MFS Intl Diversification I | 14.87B | 4.19 | 1.45 | 5.88 | ||
MFS Instl International Equity | 14.48B | 4.74 | 6.55 | 6.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 101.73B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.52 | 5.99 | 8.29 | ||
American Funds American Balanced R6 | 50.27B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced K | 42.26B | 7.17 | 6.55 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 0.38% | - | 2.41 | - | - | |
Goldman Sachs | US38141G1040 | 2.38 | 427.37 | +1.74% | |
JPMorgan | US46625H1005 | 2.27 | 193.50 | +0.07% | |
5 Year Treasury Note Future June 24 | - | 2.14 | - | - | |
2 Year Treasury Note Future June 24 | - | 1.97 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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