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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1208 | 1047 | 1208 | 1253 | 2013 | 3300 |
Fund Return | 20.8% | 4.73% | 20.8% | 7.81% | 15.02% | 12.68% |
Place in category | 915 | 628 | 915 | 417 | 554 | 585 |
% in Category | 84 | 57 | 84 | 45 | 59 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.12B | 1.65 | 4.75 | 9.45 | ||
AMG Yacktman Focused S | 1.45B | 1.30 | 3.40 | 9.22 | ||
AMG Yacktman Focused I | 1.32B | 1.30 | 3.60 | 9.42 | ||
AMG River Road Small Cap Value I | 1.03B | 2.78 | 10.08 | 10.75 | ||
AMG GW&K Municipal Bond I | 1B | 0.68 | 0.65 | 1.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 70.55B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Applovin | US03831W1080 | 3.72 | 510.13 | +8.15% | |
Apple | US0378331005 | 3.24 | 244.60 | +1.27% | |
Microsoft | US5949181045 | 2.66 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 2.52 | 228.68 | -0.73% | |
Broadcom | US11135F1012 | 2.25 | 233.04 | -1.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Sell | Buy |
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