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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1025 | 1219 | 1287 | 1948 | 3342 |
Fund Return | 5.18% | 2.46% | 21.87% | 8.76% | 14.27% | 12.82% |
Place in category | 850 | 958 | 1019 | 51 | 304 | 477 |
% in Category | 68 | 77 | 84 | 8 | 31 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.37B | 5.61 | 5.83 | 9.60 | ||
AMG Yacktman Focused I | 1.83B | 4.73 | 5.35 | 9.91 | ||
AMG Yacktman Focused S | 1.74B | 4.66 | 5.14 | 9.71 | ||
AMG GW&K Municipal Bond I | 1.01B | -2.90 | -1.51 | 1.87 | ||
AMG River Road Small Cap Value I | 978.61M | 4.51 | 5.28 | 9.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.32B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.91 | 451.76 | +0.18% | |
Apple | US0378331005 | 2.76 | 214.23 | +2.47% | |
Amazon.com | US0231351067 | 2.76 | 194.35 | +4.30% | |
Alphabet A | US02079K3059 | 2.67 | 184.21 | +0.10% | |
Broadcom | US11135F1012 | 2.14 | 1,583.74 | +0.19% |
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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