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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1132 | 1117 | 1166 | 1501 | 2027 |
Fund Return | 1.36% | 13.23% | 11.66% | 5.25% | 8.46% | 7.32% |
Place in category | 72 | 120 | 145 | 135 | 119 | 113 |
% in Category | 11 | 17 | 21 | 24 | 22 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.22B | 8.38 | 8.38 | 12.71 | ||
Pioneer Fundamental Growth Y | 4.59B | 7.10 | 8.38 | 14.00 | ||
Pioneer Multi Asset Income Y | 2.32B | 3.84 | 5.47 | 5.74 | ||
Pioneer Disciplined Growth A | 1.84B | 3.99 | 6.63 | 13.20 | ||
Pioneer Core Equity A | 1.79B | 3.81 | 4.34 | 10.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.17B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 4.92 | 172.11 | -0.23% | |
Microsoft | US5949181045 | 3.68 | 413.62 | -0.36% | |
United States Treasury Bills 5.29774% | - | 2.37 | - | - | |
United States Treasury Notes 4.625% | - | 1.99 | - | - | |
AMD | US0079031078 | 1.98 | 164.60 | -1.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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