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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1051 | 1171 | 1156 | 1500 | 2388 |
Fund Return | 2.94% | 5.07% | 17.13% | 4.97% | 8.45% | 9.09% |
Place in category | 38 | 38 | 145 | 82 | 130 | 21 |
% in Category | 9 | 9 | 37 | 25 | 37 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.65B | 4.37 | 6.00 | 9.72 | ||
AMG Yacktman Focused I | 1.94B | 4.23 | 5.76 | 10.12 | ||
AMG Yacktman Focused S | 1.81B | 4.16 | 5.56 | 9.92 | ||
AMG GW&K Municipal Bond I | 1.01B | -1.98 | -1.14 | 2.08 | ||
AMG Managers Brandywine S | 593.83M | -0.50 | -2.95 | 8.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 0.67 | 3.69 | 8.32 | ||
DFA US Small Cap Value I | 15.85B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.31B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.42B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.29B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
White Mountains Insurance Group Ltd | - | 4.21 | - | - | |
Atkore Inc | - | 4.13 | - | - | |
BJ's Wholesale Club Holdings Inc | - | 3.69 | - | - | |
McGrath RentCorp | - | 3.24 | - | - | |
UniFirst Corp | - | 2.73 | - | - |
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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