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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1026 | 1116 | 931 | 1469 | 2417 |
Fund Return | 4.34% | 2.58% | 11.63% | -2.34% | 8% | 9.23% |
Place in category | 305 | 168 | 318 | 277 | 261 | 98 |
% in Category | 83 | 48 | 89 | 83 | 92 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.35B | 5.61 | 5.83 | 9.60 | ||
AMG Yacktman Focused I | 1.86B | 4.73 | 5.35 | 9.91 | ||
AMG Yacktman Focused S | 1.75B | 4.66 | 5.14 | 9.71 | ||
AMG GW&K Municipal Bond I | 994.99M | -2.90 | -1.51 | 1.87 | ||
AMG River Road Small Cap Value I | 959.63M | 4.51 | 5.28 | 9.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.29B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.58B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 23.79B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.34B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.39B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Intuit | US4612021034 | 2.93 | 573.90 | +0.22% | |
Westinghouse Air Brake | US9297401088 | 2.79 | 163.17 | -0.51% | |
Sprouts Farmers | US85208M1027 | 2.72 | 77.03 | -1.52% | |
Orix T | JP3200450009 | 2.71 | 3,440.0 | -0.06% | |
Salesforce Inc | US79466L3024 | 2.50 | 241.85 | -0.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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