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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1033 | 1145 | 1261 | 1701 | 2711 |
Fund Return | 2.91% | 3.26% | 14.45% | 8.05% | 11.21% | 10.49% |
Place in category | 1002 | 895 | 584 | 178 | 137 | 46 |
% in Category | 78 | 69 | 49 | 17 | 17 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income A | 447.04M | 2.83 | 7.78 | 10.22 | ||
Sterling Capital Special Opps A | 282.52M | 1.28 | 3.76 | 9.98 | ||
Sterling Capital Stratton SmCp Val | 243.44M | -2.05 | 8.24 | 7.38 | ||
Sterling Capital NC Interm Tax-Free | 104.89M | -0.18 | -0.95 | 1.75 | ||
Sterling Capital Special Opps Inst | 89.72M | 1.05 | 8.23 | 10.99 |
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 | 38.51B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.40 | 415.13 | +0.23% | |
Elevance Health | US0367521038 | 5.04 | 538.48 | +6.14% | |
Ferguson | JE00BJVNSS43 | 4.58 | 15,900.0 | -1.40% | |
Avery Dennison | US0536111091 | 4.53 | 227.59 | +1.84% | |
Hershey Co | US4278661081 | 4.47 | 197.83 | +2.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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