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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 973 | 1116 | 1205 | 1625 | 2412 |
Fund Return | 6.54% | -2.67% | 11.61% | 6.4% | 10.2% | 9.2% |
Place in category | 1169 | 1178 | 1163 | 1053 | 735 | 435 |
% in Category | 100 | 100 | 100 | 96 | 73 | 57 |
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 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 | ||
AMG TimesSquare Mid Cap Growth I | 556.88M | 18.31 | 5.85 | 11.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 41.02B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bollore | FR0000039299 | 9.45 | 5.90 | +1.55% | |
Samsung Electronics Co Pref | KR7005931001 | 9.05 | 44,950 | +1.47% | |
Canadian Natural | CA1363851017 | 7.46 | 43.47 | +0.69% | |
Microsoft | US5949181045 | 3.79 | 439.33 | +0.94% | |
U-Haul Holding Co Ordinary Shares - Series N | US0235865062 | 3.79 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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