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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 947 | 1039 | 1109 | 1512 | 2432 |
Fund Return | 3.94% | -5.33% | 3.94% | 3.51% | 8.62% | 9.29% |
Place in category | 1154 | 1154 | 1154 | 953 | 656 | 230 |
% in Category | 99 | 98 | 99 | 87 | 64 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 780.17M | -2.86 | 5.54 | 9.62 | ||
Sterling Capital Equity Income A | 383.15M | -2.94 | 5.28 | 9.35 | ||
Sterling Capital Special Opps A | 268.41M | -8.75 | 8.23 | 9.57 | ||
Sterling Capital Stratton SmCp Val | 155.85M | 25.33 | 9.88 | 9.63 | ||
Sterling Capital NC Interm Tax-Free | 100.96M | 1.07 | -0.38 | 1.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 64.11B | -0.06 | 10.12 | 10.68 | ||
Vanguard Equity-Income Adm | 50.9B | -0.18 | 8.33 | 9.86 | ||
Vanguard Windsor II Admiral | 45.17B | -2.89 | 9.22 | 9.94 | ||
American Funds American Mutual A | 41.43B | 0.23 | 8.04 | 9.25 | ||
Vanguard Value Index Adm | 36.28B | -1.00 | 8.48 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 5.44 | 87.30 | -0.32% | |
UnitedHealth | US91324P1021 | 5.42 | 296.67 | -2.08% | |
Raymond James Financial | US7547301090 | 5.06 | 146.47 | -1.34% | |
Ameriprise Financial | US03076C1062 | 4.47 | 508.21 | -0.57% | |
Elevance Health | US0367521038 | 4.45 | 384.51 | -3.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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