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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1025 | 1219 | 1287 | 1948 | 3342 |
Fund Return | 5.18% | 2.46% | 21.87% | 8.76% | 14.27% | 12.82% |
Place in category | 850 | 958 | 1019 | 51 | 304 | 477 |
% in Category | 68 | 77 | 84 | 8 | 31 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.37B | 4.37 | 6.00 | 9.72 | ||
AMG Yacktman Focused I | 1.87B | 4.23 | 5.76 | 10.12 | ||
AMG Yacktman Focused S | 1.74B | 4.16 | 5.56 | 9.92 | ||
AMG GW&K Municipal Bond I | 991.2M | -1.98 | -1.14 | 2.08 | ||
AMG River Road Small Cap Value I | 970.03M | 2.94 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.91 | 415.13 | +0.23% | |
Apple | US0378331005 | 2.76 | 192.25 | +0.54% | |
Amazon.com | US0231351067 | 2.76 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 2.67 | 172.50 | +0.23% | |
Broadcom | US11135F1012 | 2.14 | 1,328.55 | -2.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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