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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1008 | 1184 | 1169 | 1725 | 2573 |
Fund Return | 4.73% | 0.77% | 18.44% | 5.35% | 11.52% | 9.91% |
Place in category | 1072 | 1161 | 934 | 810 | 478 | 110 |
% in Category | 88 | 95 | 80 | 71 | 48 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.3B | 5.61 | 5.83 | 9.60 | ||
AMG Yacktman Focused S | 1.74B | 4.66 | 5.14 | 9.71 | ||
AMG GW&K Municipal Bond I | 1B | -2.90 | -1.51 | 1.87 | ||
AMG River Road Small Cap Value I | 969.56M | 4.51 | 5.28 | 9.19 | ||
AMG Managers Brandywine S | 573.33M | 4.34 | -2.34 | 9.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.14B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Samsung Electronics Co Pref | KR7005931001 | 10.73 | 64,400 | +2.06% | |
Bollore | FR0000039299 | 8.78 | 5.87 | -1.26% | |
Canadian Natural Resources Ltd | - | 8.20 | - | - | |
Microsoft Corp | - | 3.97 | - | - | |
Alphabet Inc Class C | - | 3.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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