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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1035 | 1172 | 1221 | 1694 | 2700 |
Fund Return | 5.6% | 3.52% | 17.2% | 6.87% | 11.12% | 10.44% |
Place in category | 820 | 1031 | 1082 | 661 | 839 | 616 |
% in Category | 51 | 66 | 75 | 49 | 69 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.22B | 5.61 | 5.36 | 8.04 | ||
Lord Abbett Growth Leaders I | 2.68B | 10.85 | -0.94 | 13.94 | ||
Lord Abbett Natl Tax-Free Income A | 2.56B | -0.82 | -2.20 | 2.61 | ||
Lord Abbett Intermediate Tax Free I | 2.44B | -0.28 | -1.15 | 2.26 | ||
Lord Abbett Intermediate Tax Free A | 1.94B | -0.44 | -1.35 | 2.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.90 | - | - | |
NVIDIA Corp | - | 5.42 | - | - | |
Exxon Mobil Corp | - | 4.08 | - | - | |
Mastercard Inc Class A | - | 3.54 | - | - | |
UnitedHealth Group Inc | - | 2.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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