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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 1120 | 1371 | 1393 | 2159 | 3402 |
Fund Return | 11.95% | 11.95% | 37.06% | 11.69% | 16.65% | 13.03% |
Place in category | 273 | 273 | 50 | 254 | 38 | 51 |
% in Category | 17 | 17 | 4 | 19 | 4 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer Fundamental Growth Y | 4.5B | 11.39 | 12.44 | 14.57 | ||
Pioneer Multi Asset Income Y | 2.23B | 4.28 | 6.18 | 5.88 | ||
Pioneer Disciplined Growth A | 1.83B | 9.14 | 10.26 | 13.71 | ||
Pioneer Core Equity A | 1.8B | 8.33 | 7.71 | 10.84 | ||
Pioneer Fundamental Growth A | 1.4B | 11.31 | 12.17 | 14.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.96 | 389.33 | -3.21% | |
NVIDIA | US67066G1040 | 5.45 | 864.02 | -1.54% | |
Martin Marietta Materials | US5732841060 | 5.38 | 587.32 | -2.54% | |
Alphabet A | US02079K3059 | 4.62 | 162.78 | -2.03% | |
Apple | US0378331005 | 4.21 | 170.33 | -1.83% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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