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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1013 | 1249 | 1174 | 1707 | 3074 |
Fund Return | 7.23% | 1.28% | 24.93% | 5.5% | 11.28% | 11.88% |
Place in category | 168 | 280 | 153 | 82 | 156 | 4 |
% in Category | 39 | 65 | 40 | 25 | 47 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.15B | 7.34 | 5.76 | 12.17 | ||
Eaton Vance Atlanta Capital SMID R6 | 4.91B | 7.40 | 5.84 | - | ||
Eaton Vance National Municipal IncI | 3.01B | -0.70 | -0.92 | 3.00 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.09B | 12.12 | 8.83 | 12.25 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.35B | 12.24 | 9.12 | 12.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 59.44B | 5.55 | 3.04 | 9.49 | ||
Fidelity Extended Market Index Ins | 37.64B | 3.43 | -1.31 | 8.75 | ||
Fidelity Mid Cap Index Fund Institu | 34.47B | 5.68 | 3.10 | 9.47 | ||
Vanguard Extended Market Index Inst | 30.44B | 3.43 | -1.28 | - | ||
Vanguard Extended Market Idx Adm | 23.68B | 3.42 | -1.32 | 8.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Carlisle | US1423391002 | 4.78 | 426.43 | +2.21% | |
WR Berkley | US0844231029 | 4.65 | 80.84 | +0.43% | |
Godaddy Inc | US3802371076 | 3.37 | 138.41 | +0.54% | |
CACI | US1271903049 | 3.15 | 433.88 | +0.03% | |
Morningstar | US6177001095 | 3.14 | 298.02 | +2.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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