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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1187 | 1161 | 1268 | 1709 | 2837 |
Fund Return | 1.05% | 18.73% | 16.14% | 8.23% | 11.31% | 10.99% |
Place in category | 1134 | 65 | 953 | 1073 | 988 | 525 |
% in Category | 72 | 6 | 65 | 81 | 81 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 1.22B | 5.02 | 7.76 | 10.45 | ||
Sterling Capital Equity Income A | 452.41M | 4.90 | 7.50 | 10.18 | ||
Sterling Capital Special Opps A | 282.11M | 1.28 | 3.76 | 9.98 | ||
Sterling Capital Stratton SmCp Val | 187.72M | -2.05 | 8.24 | 7.38 | ||
Sterling Capital NC Interm Tax-Free | 103.86M | -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 | 198.70 | +2.63% | |
Alphabet C | US02079K1079 | 4.57 | 186.43 | +0.57% | |
Charles Schwab | US8085131055 | 4.54 | 72.99 | -0.37% | |
Global Payments | US37940X1028 | 4.53 | 94.64 | -0.55% | |
Intuit | US4612021034 | 4.49 | 654.00 | +2.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Neutral |
Summary | Neutral | Strong Buy | Neutral |
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