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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 1152 | 1076 | 1378 | 1707 | 2535 |
Fund Return | -0.43% | 15.2% | 7.61% | 11.27% | 11.29% | 9.75% |
Place in category | 1056 | 247 | 465 | 329 | 219 | 154 |
% in Category | 82 | 22 | 41 | 29 | 25 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 1.21B | 5.02 | 7.76 | 10.45 | ||
Sterling Capital Equity Income A | 447.1M | 4.90 | 7.50 | 10.18 | ||
Sterling Capital Special Opps A | 283.21M | 1.28 | 3.76 | 9.98 | ||
Sterling Capital Stratton SmCp Val | 186.97M | -2.05 | 8.24 | 7.38 | ||
Sterling Capital NC Interm Tax-Free | 103.84M | -0.18 | -0.95 | 1.75 |
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 | 39.21B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.68 | 446.95 | -1.30% | |
Ferguson | JE00BJVNSS43 | 4.71 | 15,235.0 | +0.73% | |
Elevance Health | US0367521038 | 4.35 | 541.86 | +1.14% | |
Accenture | IE00B4BNMY34 | 4.29 | 303.41 | +0.07% | |
Discover | US2547091080 | 4.12 | 130.81 | +5.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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