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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1009 | 1041 | 997 | 1050 | 1233 |
Fund Return | 1.39% | 0.94% | 4.1% | -0.11% | 0.97% | 2.12% |
Place in category | 273 | 156 | 255 | 155 | 166 | 71 |
% in Category | 95 | 55 | 89 | 62 | 71 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.5B | 10.88 | 7.79 | 9.39 | ||
AMG Yacktman Focused I | 1.51B | 6.67 | 6.60 | 9.40 | ||
AMG Yacktman Focused S | 1.5B | 6.54 | 6.40 | 9.20 | ||
AMG River Road Small Cap Value I | 1.06B | 21.65 | 11.85 | 11.13 | ||
AMG TimesSquare Mid Cap Growth I | 556.42M | 18.31 | 5.85 | 11.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 75.3B | 2.78 | 0.50 | 2.41 | ||
Bridge Builder Municipal Bond | 15.8B | 3.02 | 0.39 | - | ||
American Funds Tax-Exempt Bond A | 11.92B | 3.55 | 0.11 | 2.42 | ||
Nuveen Intermediate Duration Muni | 7.04B | 3.12 | 0.06 | 2.43 | ||
American Funds Tax-Exempt Bond F2 | 5.79B | 3.72 | 0.29 | 2.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PENNSYLVANIA ST TPK COMMN TPK REV 5% | - | 1.52 | - | - | |
IOWA FIN AUTH REV 5% | - | 1.52 | - | - | |
METROPOLITAN TRANSN AUTH N Y REV 5% | - | 1.45 | - | - | |
TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 5% | - | 1.35 | - | - | |
MARYLAND ST DEPT TRANSN CONS TRANSN 5% | - | 1.24 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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