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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 1031 | 1037 | 914 | 1312 | 2359 |
Fund Return | -0.5% | 3.1% | 3.71% | -2.95% | 5.58% | 8.96% |
Place in category | 326 | 260 | 342 | 277 | 270 | 107 |
% in Category | 89 | 69 | 94 | 82 | 94 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.37B | 4.37 | 6.00 | 9.72 | ||
AMG Yacktman Focused I | 1.87B | 4.23 | 5.76 | 10.12 | ||
AMG Yacktman Focused S | 1.74B | 4.16 | 5.56 | 9.92 | ||
AMG GW&K Municipal Bond I | 991.2M | -1.98 | -1.14 | 2.08 | ||
AMG River Road Small Cap Value I | 970.03M | 2.94 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.51B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 35.09B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.38B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 18.08B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.05B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Intuit | US4612021034 | 2.93 | 576.44 | +2.39% | |
Westinghouse Air Brake | US9297401088 | 2.79 | 169.27 | +0.14% | |
Sprouts Farmers | US85208M1027 | 2.72 | 78.98 | -0.06% | |
Orix T | JP3200450009 | 2.71 | 3,419.0 | +2.21% | |
Salesforce Inc | US79466L3024 | 2.50 | 234.44 | +7.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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