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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1034 | 1160 | 936 | 1251 | 1471 |
Fund Return | 5.25% | 3.41% | 15.97% | -2.17% | 4.58% | 3.94% |
Place in category | 310 | 113 | 394 | 384 | 362 | 250 |
% in Category | 70 | 28 | 91 | 98 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gabelli Asset AAA | 1.11B | 3.73 | 1.52 | 6.99 | ||
Gabelli Small Cap Growth AAA | 935.34M | 4.73 | 5.57 | 8.44 | ||
Gabelli Utilities A | 808.83M | 8.29 | 0.87 | 4.29 | ||
GAMCO Growth AAA | 817.44M | 18.58 | 7.38 | 13.80 | ||
Gabelli Small Cap Growth I | 628.42M | 4.84 | 5.84 | 8.71 |
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 % | |
---|---|---|---|---|---|
Sony Group Corp ADR | - | 6.61 | - | - | |
American Express Co | - | 6.59 | - | - | |
Republic Services Inc | - | 5.41 | - | - | |
Paramount Global Class A | - | 5.11 | - | - | |
Bank of New York Mellon Corp | - | 4.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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