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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1208 | 1047 | 1208 | 1253 | 2013 | 3300 |
Fund Return | 20.8% | 4.73% | 20.8% | 7.81% | 15.02% | 12.68% |
Place in category | 915 | 628 | 915 | 417 | 554 | 585 |
% in Category | 84 | 57 | 84 | 45 | 59 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.2B | 4.91 | 3.89 | 8.77 | ||
AMG Yacktman Focused S | 1.46B | 0.72 | 2.55 | 8.63 | ||
AMG Yacktman Focused I | 1.35B | 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 | 1B | 0.04 | -0.61 | 1.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.23B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 147.82B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 13.13B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 69.69B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Applovin | US03831W1080 | 3.72 | 365.44 | -1.12% | |
Apple | US0378331005 | 3.24 | 228.01 | -3.39% | |
Microsoft | US5949181045 | 2.66 | 410.92 | -1.00% | |
Amazon.com | US0231351067 | 2.52 | 237.42 | -0.11% | |
Broadcom | US11135F1012 | 2.25 | 217.73 | -1.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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