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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1032 | 1142 | 1252 | 1680 | 2645 |
Fund Return | 2.83% | 3.22% | 14.19% | 7.78% | 10.94% | 10.22% |
Place in category | 1009 | 905 | 604 | 209 | 179 | 61 |
% in Category | 79 | 69 | 50 | 20 | 21 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 1.23B | 2.91 | 8.05 | 10.49 | ||
Sterling Capital Special Opps A | 287.04M | 1.03 | 7.96 | 10.71 | ||
Sterling Capital Stratton SmCp Val | 250.77M | -2.05 | 8.24 | 7.38 | ||
Sterling Capital NC Interm Tax-Free | 106.8M | -0.18 | -0.95 | 1.75 | ||
Sterling Capital Special Opps Inst | 91.47M | 1.05 | 8.23 | 10.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 51.96B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 48.41B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.23B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 36.41B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.60 | - | - | |
Ferguson | JE00BJVNSS43 | 4.58 | 17,315.0 | +0.14% | |
Elevance Health Inc | - | 4.52 | - | - | |
Avery Dennison Corp | - | 4.47 | - | - | |
Ameriprise Financial Inc | - | 4.34 | - | - |
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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