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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 1184 | 1149 | 1230 | 1625 | 2566 |
Fund Return | 0.92% | 18.42% | 14.93% | 7.15% | 10.2% | 9.88% |
Place in category | 1213 | 85 | 1049 | 1181 | 1090 | 743 |
% in Category | 76 | 7 | 70 | 90 | 91 | 83 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 5.73 | 193.25 | -2.33% | |
Alphabet C | US02079K1079 | 4.57 | 183.42 | -1.84% | |
Charles Schwab | US8085131055 | 4.54 | 73.69 | +0.18% | |
Global Payments | US37940X1028 | 4.53 | 96.70 | +1.98% | |
Intuit | US4612021034 | 4.49 | 657.21 | +0.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Buy | Strong Sell |
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