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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1002 | 1173 | 980 | 1572 | 2253 |
Fund Return | 2.94% | 0.19% | 17.3% | -0.67% | 9.47% | 8.46% |
Place in category | 371 | 540 | 510 | 446 | 318 | 110 |
% in Category | 58 | 90 | 85 | 79 | 64 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.21B | 5.61 | 5.83 | 9.60 | ||
AMG Yacktman Focused I | 1.83B | 4.73 | 5.35 | 9.91 | ||
AMG Yacktman Focused S | 1.72B | 4.66 | 5.14 | 9.71 | ||
AMG GW&K Municipal Bond I | 1.01B | -2.90 | -1.51 | 1.87 | ||
AMG River Road Small Cap Value I | 960.08M | 4.51 | 5.28 | 9.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.08B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Texas Roadhouse | US8826811098 | 2.78 | 167.43 | -2.17% | |
SPX Corp | US78473E1038 | 2.31 | 135.07 | -1.95% | |
Primoris | US74164F1030 | 1.96 | 53.11 | -1.19% | |
Appfolio Inc | US03783C1009 | 1.95 | 231.52 | -1.24% | |
MACOM Tech | US55405Y1001 | 1.91 | 104.24 | -0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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