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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1056 | 1138 | 1176 | 1620 | 2575 |
Fund Return | 4.16% | 5.58% | 13.82% | 5.56% | 10.13% | 9.92% |
Place in category | 793 | 236 | 638 | 722 | 299 | 87 |
% in Category | 60 | 18 | 53 | 63 | 32 | 15 |
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 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 | ||
AMG Managers Brandywine S | 596.14M | -0.50 | -2.95 | 8.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.01B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Samsung Electronics Co Pref | KR7005931001 | 10.73 | 64,300 | -0.62% | |
Bollore | FR0000039299 | 8.78 | 6.16 | -0.08% | |
Canadian Natural Resources Ltd | - | 8.20 | - | - | |
Microsoft Corp | - | 3.97 | - | - | |
Alphabet Inc Class C | - | 3.43 | - | - |
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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