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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 1016 | 1337 | 1287 | 2125 | 3027 |
Fund Return | 14.54% | 1.64% | 33.69% | 8.78% | 16.27% | 11.71% |
Place in category | 675 | 898 | 186 | 266 | 7 | 11 |
% in Category | 58 | 74 | 18 | 28 | 1 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 15.94B | 22.68 | 10.50 | 15.42 | ||
Loomis Sayles Growth C | 15.94B | 21.94 | 9.68 | 14.55 | ||
Loomis Sayles Growth N | 15.94B | 23.01 | 10.87 | 15.81 | ||
Loomis Sayles Growth Y | 15.94B | 22.94 | 10.77 | 15.70 | ||
Loomis Sayles Global Equity and InY | 3.08B | 11.77 | 2.11 | 8.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.56B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.14 | 174.37 | +1.77% | |
Fiserv | US3377381088 | 3.11 | 215.85 | +0.22% | |
Deere&Company | US2441991054 | 2.94 | 456.26 | -0.65% | |
Citigroup | US1729674242 | 2.89 | 71.50 | +0.11% | |
Charles Schwab | US8085131055 | 2.72 | 81.51 | +0.48% |
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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