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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1038 | 1094 | 971 | 1157 | 1433 |
Fund Return | 0.19% | 3.81% | 9.36% | -0.98% | 2.96% | 3.66% |
Place in category | 100 | 96 | 67 | 74 | 66 | 28 |
% in Category | 87 | 86 | 76 | 99 | 97 | 88 |
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% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.13B | 3.39 | 6.93 | - | ||
BlackRock US Opportunities Instl | 1.44B | 3.95 | 6.02 | 8.15 | ||
Goldman Sachs US Eq Div and Prem In | 1.43B | 4.31 | 6.50 | 9.99 | ||
Shelton Core Value Direct | 688.25M | 4.15 | 6.67 | 8.51 | ||
Goldman Sachs US Eq Div and Premium | 478.37M | 4.29 | 6.41 | 9.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.25% | - | 3.48 | - | - | |
IBM | US4592001014 | 2.83 | 166.85 | +0.74% | |
CRH | IE0001827041 | 2.30 | 6,118.0 | -1.55% | |
Ford Motor | US3453708600 | 2.16 | 12.13 | +3.06% | |
Boston Properties | US1011211018 | 2.07 | 60.67 | +4.26% |
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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