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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1164 | 1019 | 1225 | 1181 | 1941 | 3123 |
Fund Return | 16.4% | 1.93% | 22.52% | 5.69% | 14.18% | 12.06% |
Place in category | 1050 | 1090 | 1044 | 796 | 750 | 644 |
% in Category | 96 | 99 | 96 | 79 | 78 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 6.25B | 1.65 | 4.98 | 9.04 | ||
AMG Yacktman Focused S | 1.29B | 1.03 | 3.54 | 8.81 | ||
AMG Yacktman Focused I | 1.14B | 1.09 | 3.74 | 9.01 | ||
AMG River Road Small Cap Value I | 909.6M | -0.74 | 8.96 | 9.67 | ||
AMG GW&K Municipal Bond I | 988.12M | 1.87 | 1.23 | 2.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 125.95B | 1.21 | 12.52 | 13.33 | ||
Fidelity Contrafund | 144.79B | 3.52 | 17.24 | 15.17 | ||
Vanguard Growth Index Adm | 88.07B | -1.14 | 14.18 | 15.08 | ||
JPMorgan Large Cap Growth R6 | 56.8B | -0.18 | 15.79 | 17.17 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.80 | 359.84 | -3.56% | |
Apple | US0378331005 | 9.77 | 188.38 | -7.29% | |
Adobe | US00724F1012 | 9.31 | 349.07 | -4.95% | |
NVIDIA | US67066G1040 | 9.00 | 94.31 | -7.36% | |
Alphabet A | US02079K3059 | 7.96 | 145.60 | -3.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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