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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 980 | 984 | 1013 | 966 | 1050 | 1228 |
Fund Return | -1.98% | -1.58% | 1.26% | -1.14% | 0.98% | 2.08% |
Place in category | 292 | 294 | 269 | 164 | 158 | 65 |
% in Category | 99 | 99 | 92 | 65 | 69 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.62B | 4.37 | 6.00 | 9.72 | ||
AMG Yacktman Focused I | 1.93B | 4.23 | 5.76 | 10.12 | ||
AMG Yacktman Focused S | 1.8B | 4.16 | 5.56 | 9.92 | ||
AMG River Road Small Cap Value I | 985.34M | 2.94 | 4.97 | 9.09 | ||
AMG Managers Brandywine S | 596.14M | -0.50 | -2.95 | 8.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.38B | -0.98 | -0.52 | 2.32 | ||
Bridge Builder Municipal Bond | 14.31B | -0.63 | -0.44 | - | ||
American Funds Tax-Exempt Bond A | 11.6B | -1.09 | -1.07 | 2.34 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
American Funds Tax-Exempt Bond F2 | 5.56B | -1.02 | -0.89 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IOWA FIN AUTH REV 5% | - | 1.54 | - | - | |
METROPOLITAN TRANSN AUTH N Y REV 5% | - | 1.45 | - | - | |
MASSACHUSETTS ST 5% | - | 1.28 | - | - | |
MARYLAND ST DEPT TRANSN CONS TRANSN 5% | - | 1.25 | - | - | |
MARYLAND ST DEPT TRANSN CONS TRANSN 5% | - | 1.24 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Sell | Neutral |
Summary | Strong Buy | Neutral | Neutral |
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