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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1034 | 1201 | 1291 | 1703 | - |
Fund Return | 4.31% | 3.45% | 20.12% | 8.88% | 11.24% | - |
Place in category | 755 | 853 | 132 | 90 | 134 | - |
% in Category | 56 | 65 | 12 | 9 | 16 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.5B | -0.45 | 0.45 | 3.90 | ||
PIMCO StocksPLUS Instl | 1.83B | 6.28 | 6.68 | 11.88 | ||
PIMCO Inflation Response MultiAsst | 1.65B | 0.81 | 3.19 | 3.73 | ||
PIMCO RAE Fundamental EMkts Instl | 1.62B | 5.97 | 5.05 | - | ||
PIMCO StocksPLUS Intl (USD-HedgedI | 1.32B | 9.83 | 9.49 | 8.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.54B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Intel | US4581401001 | 5.41 | 31.83 | -0.62% | |
Meta Platforms | US30303M1027 | 4.62 | 471.91 | -0.28% | |
Marathon Petroleum | US56585A1025 | 3.86 | 179.73 | +2.84% | |
Cisco | US17275R1023 | 3.81 | 48.17 | -0.35% | |
Phillips 66 | US7185461040 | 3.76 | 147.08 | +1.64% |
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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