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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 993 | 1098 | 1006 | 1332 | 2251 |
Fund Return | 2.78% | -0.66% | 9.78% | 0.2% | 5.91% | 8.45% |
Place in category | 289 | 339 | 317 | 312 | 285 | 114 |
% in Category | 81 | 96 | 93 | 99 | 95 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.12B | 1.65 | 4.75 | 9.45 | ||
AMG Yacktman Focused S | 1.45B | 1.30 | 3.40 | 9.22 | ||
AMG Yacktman Focused I | 1.32B | 1.30 | 3.60 | 9.42 | ||
AMG River Road Small Cap Value I | 1.03B | 2.78 | 10.08 | 10.75 | ||
AMG GW&K Municipal Bond I | 1B | 0.68 | 0.65 | 1.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.82B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.66B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.36B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.58B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth A | 8B | 3.63 | 6.21 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 2.85 | 185.23 | -0.49% | |
Apple | US0378331005 | 2.76 | 244.60 | +1.27% | |
BYD Co Ltd-H | CNE100000296 | 2.73 | 355.20 | -2.47% | |
Taiwan Semiconductor | US8740391003 | 2.68 | 203.90 | +1.03% | |
Smurfit Westrock | IE00028FXN24 | 2.64 | 4,258.0 | -0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Buy |
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