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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 1031 | 1037 | 914 | 1312 | 2359 |
Fund Return | -0.5% | 3.1% | 3.71% | -2.95% | 5.58% | 8.96% |
Place in category | 326 | 260 | 342 | 277 | 270 | 107 |
% in Category | 89 | 69 | 94 | 82 | 94 | 55 |
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 GW&K Municipal Bond I | 1.01B | -1.98 | -1.14 | 2.08 | ||
AMG River Road Small Cap Value I | 985.34M | 2.94 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 57.36B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 32.88B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.82B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 16.96B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 15.5B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Intuit Inc | - | 2.89 | - | - | |
Orix T | JP3200450009 | 2.75 | 3,393.0 | +0.18% | |
PT Bank Rakyat Indonesia (Persero) Tbk ADR | - | 2.68 | - | - | |
Salesforce Inc | - | 2.65 | - | - | |
Sprouts Farmers Market Inc | - | 2.52 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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