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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1012 | 993 | 1171 | 2153 | 2688 |
Fund Return | 1.23% | 1.23% | -0.73% | 5.4% | 16.57% | 10.39% |
Place in category | 666 | 666 | 1115 | 852 | 527 | 76 |
% in Category | 56 | 56 | 97 | 78 | 51 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income A | 369.17M | 1.17 | 5.14 | 10.12 | ||
Sterling Capital Special Opps A | 247.9M | -8.31 | 4.97 | 9.62 | ||
Sterling Capital Stratton SmCp Val | 133.8M | 25.33 | 9.88 | 9.63 | ||
Sterling Capital NC Interm Tax-Free | 101.4M | 1.07 | -0.38 | 1.52 | ||
Sterling Capital Special Opps Inst | 61.69M | 20.75 | 6.40 | 11.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 3.54 | 8.56 | 11.37 | ||
Vanguard Equity-Income Adm | 54.22B | 2.77 | 8.04 | 10.37 | ||
Vanguard Windsor II Admiral | 48.93B | -0.66 | 7.46 | 10.37 | ||
American Funds American Mutual A | 38.18B | 2.42 | 7.14 | 9.61 | ||
Vanguard Value Index Adm | 38.93B | 2.62 | 8.03 | 10.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 5.57 | 76.96 | +4.21% | |
Analog Devices | US0326541051 | 4.66 | 179.16 | +0.45% | |
Elevance Health | US0367521038 | 4.62 | 439.81 | +0.79% | |
ADP | US0530151036 | 4.51 | 299.54 | +2.51% | |
UnitedHealth | US91324P1021 | 4.50 | 599.47 | +0.85% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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