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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1073 | 1134 | 1325 | 1518 | 2125 |
Fund Return | 2.3% | 7.29% | 13.42% | 9.82% | 8.7% | 7.83% |
Place in category | 1010 | 1032 | 663 | 495 | 806 | 623 |
% in Category | 78 | 81 | 56 | 43 | 75 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PACE Large Co Growth Equity P | 747.97M | 8.70 | 6.02 | 13.29 | ||
PACE Large Co Value Equity P | 683.05M | 4.27 | 7.07 | 8.11 | ||
PACE International Equity P | 688.13M | 2.76 | 3.87 | 4.98 | ||
PACE Small/Medium Co Value Equity P | 283.17M | -0.63 | -0.31 | 7.04 | ||
PACE Small/Medium Co Growth Equity | 252.78M | 5.19 | -2.31 | 8.15 |
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 | 39.14B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Pfizer | US7170811035 | 3.94 | 28.88 | +0.66% | |
Merck&Co | US58933Y1055 | 3.89 | 129.49 | -1.22% | |
ConocoPhillips | US20825C1045 | 3.65 | 117.25 | -0.34% | |
Unilever ADR | US9047677045 | 3.64 | 54.55 | +0.34% | |
UnitedHealth | US91324P1021 | 3.51 | 508.17 | -1.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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