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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1075 | 999 | 876 | 1157 | 1598 |
Fund Return | 0.43% | 7.51% | -0.14% | -4.33% | 2.96% | 4.8% |
Place in category | 57 | 340 | 342 | 378 | 310 | 91 |
% in Category | 20 | 83 | 88 | 98 | 85 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.35B | 4.91 | 3.89 | 8.77 | ||
AMG Yacktman Focused S | 1.47B | 0.72 | 2.55 | 8.63 | ||
AMG Yacktman Focused I | 1.4B | 0.88 | 2.74 | 8.83 | ||
AMG River Road Small Cap Value I | 1.04B | 14.37 | 7.30 | 10.11 | ||
AMG GW&K Municipal Bond I | 989.41M | 0.04 | -0.61 | 1.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.54B | 10.25 | 3.72 | 5.54 | ||
First Eagle Global I | 36.13B | 12.04 | 5.90 | 7.24 | ||
American Funds Capital Income Bld | 17.93B | 10.61 | 4.05 | 5.87 | ||
First Eagle Global A | 14.6B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.39B | 6.90 | 1.61 | 5.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 5.5% | - | 0.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | BUY | Sell | Strong Sell |
Summary | Neutral | Sell | Strong Sell |
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