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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1179 | 1274 | 1298 | 2068 | 3113 |
Fund Return | 2.07% | 17.86% | 27.36% | 9.09% | 15.64% | 12.03% |
Place in category | 863 | 935 | 792 | 247 | 333 | 552 |
% in Category | 68 | 73 | 60 | 28 | 33 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.47B | 4.80 | 5.52 | 9.42 | ||
AMG Yacktman Focused I | 1.85B | 4.43 | 5.15 | 9.81 | ||
AMG Yacktman Focused S | 1.77B | 4.36 | 4.96 | 9.61 | ||
AMG GW&K Municipal Bond I | 1.01B | -1.30 | -1.04 | 2.05 | ||
AMG River Road Small Cap Value I | 1.02B | 1.64 | 4.69 | 8.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 145.4B | 16.80 | 6.08 | 12.95 | ||
Fidelity Contrafund | 128.94B | 25.63 | 10.92 | 14.93 | ||
Fidelity Contrafund K | 128.94B | 25.68 | 10.99 | 15.03 | ||
Vanguard Growth Index Adm | 82.08B | 20.50 | 9.90 | 15.33 | ||
Fidelity Blue Chip Growth | 61.43B | 26.97 | 9.22 | 17.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.56 | 125.93 | -1.95% | |
Microsoft | US5949181045 | 9.55 | 449.69 | -0.94% | |
Apple | US0378331005 | 8.54 | 234.58 | +0.08% | |
Alphabet A | US02079K3059 | 8.27 | 183.94 | -1.39% | |
Adobe | US00724F1012 | 7.00 | 566.25 | +0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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