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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1041 | 1106 | 1099 | 1510 | 1943 |
Fund Return | 10.57% | 4.1% | 10.57% | 3.21% | 8.58% | 6.87% |
Place in category | 341 | 23 | 341 | 219 | 260 | 333 |
% in Category | 56 | 5 | 56 | 38 | 52 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.16B | 1.65 | 4.75 | 9.45 | ||
AMG Yacktman Focused S | 1.45B | 1.30 | 3.40 | 9.22 | ||
AMG Yacktman Focused I | 1.33B | 1.30 | 3.60 | 9.42 | ||
AMG River Road Small Cap Value I | 1.04B | 2.78 | 10.08 | 10.75 | ||
AMG GW&K Municipal Bond I | 1.01B | 0.68 | 0.65 | 1.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.7B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Group 1 Automotive | US3989051095 | 2.33 | 469.61 | -0.56% | |
Federal Agricultural Mortgage | US3131483063 | 2.16 | 197.81 | -0.91% | |
Integer Hld | US45826H1095 | 2.13 | 140.35 | -0.40% | |
Independence Realty Trust Inc | US45378A1060 | 2.08 | 19.90 | +0.15% | |
Primoris | US74164F1030 | 2.00 | 78.79 | -1.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Sell | Neutral |
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