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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 929 | 1111 | 1125 | 1655 | 2290 |
Fund Return | 0.15% | -7.06% | 11.12% | 4.01% | 10.6% | 8.64% |
Place in category | 58 | 59 | 70 | 285 | 278 | 66 |
% in Category | 8 | 9 | 12 | 54 | 57 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 6.81B | 1.65 | 4.98 | 9.04 | ||
AMG Yacktman Focused S | 1.4B | 1.03 | 3.54 | 8.81 | ||
AMG Yacktman Focused I | 1.25B | 1.09 | 3.74 | 9.01 | ||
AMG River Road Small Cap Value I | 976.18M | -0.74 | 8.96 | 9.67 | ||
AMG GW&K Municipal Bond I | 996.18M | 1.87 | 1.23 | 2.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.54B | -1.14 | 5.79 | 8.59 | ||
Fidelity Small Cap Index Instl Pre | 25.76B | -2.85 | 3.49 | 7.38 | ||
Vanguard Small Cap Index I | 21.96B | -1.13 | 5.81 | 8.60 | ||
DFA US Small Cap I | 15.04B | -1.96 | 5.79 | 8.33 | ||
Vanguard Small Cap Index InstlPlus | 12.31B | -1.13 | 5.81 | 8.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Intapp Inc | - | 2.16 | - | - | |
MACOM Tech | US55405Y1001 | 2.07 | 106.97 | +5.98% | |
RBC Bearings | US75524B1044 | 2.04 | 337.04 | -1.28% | |
Globus Medical | US3795772082 | 1.79 | 71.30 | -2.98% | |
SPX Corp | US78473E1038 | 1.74 | 133.86 | +0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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