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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1011 | 1132 | 1090 | 1582 | 2157 |
Fund Return | 4.2% | 1.11% | 13.2% | 2.93% | 9.61% | 7.99% |
Place in category | 536 | 707 | 576 | 267 | 72 | 57 |
% in Category | 71 | 92 | 75 | 42 | 14 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 3.9B | 3.45 | 5.81 | 10.50 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Sentinel Common Stock A | 2.09B | 7.70 | 6.35 | 12.41 | ||
Touchstone Focused Y | 1.17B | 6.95 | 5.96 | 10.81 | ||
Touchstone Sands Cptl Emerg Mkts G | 924.3M | 2.71 | -12.75 | 3.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 106.02B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.44B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.15 | - | - | |
Apple Inc | - | 3.98 | - | - | |
Meta Platforms Inc Class A | - | 3.88 | - | - | |
Alphabet Inc Class C | - | 3.40 | - | - | |
Amazon.com Inc | - | 3.33 | - | - |
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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