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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1183 | 1075 | 1267 | 1186 | 1801 | 3089 |
Fund Return | 18.31% | 7.5% | 26.65% | 5.85% | 12.49% | 11.94% |
Place in category | 356 | 434 | 375 | 66 | 110 | 77 |
% in Category | 71 | 85 | 74 | 20 | 29 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.5B | 10.88 | 7.79 | 9.39 | ||
AMG Yacktman Focused I | 1.51B | 6.67 | 6.60 | 9.40 | ||
AMG Yacktman Focused S | 1.5B | 6.54 | 6.40 | 9.20 | ||
AMG River Road Small Cap Value I | 1.06B | 21.65 | 11.85 | 11.13 | ||
AMG GW&K Municipal Bond I | 1.01B | 1.39 | -0.11 | 2.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.4B | 29.43 | 9.74 | 13.27 | ||
T. Rowe Price Mid-Cap Growth I | 12.98B | 15.57 | 3.54 | - | ||
Vanguard Mid-Cap Growth Index Admir | 13.35B | 23.87 | 3.42 | 11.06 | ||
T. Rowe Price Mid-Cap Growth | 12.15B | 15.44 | 3.40 | 10.90 | ||
T. Rowe Price New Horizons I | 9.97B | 13.92 | -5.33 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HubSpot Inc | US4435731009 | 3.41 | 721.36 | +0.90% | |
Cencora Inc | US03073E1055 | 2.86 | 227.54 | -0.04% | |
Cintas | US1729081059 | 2.67 | 188.35 | +0.66% | |
TPG Inc Ordinary Shares - Class A | - | 2.52 | - | - | |
Verisk | US92345Y1064 | 2.43 | 278.55 | +0.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Neutral |
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