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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 933 | 1105 | 1294 | 1764 | 2517 |
Fund Return | -0.74% | -6.68% | 10.49% | 8.96% | 12.02% | 9.67% |
Place in category | 169 | 57 | 95 | 22 | 201 | 14 |
% in Category | 30 | 16 | 22 | 7 | 51 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 6.9B | 1.65 | 4.98 | 9.04 | ||
AMG Yacktman Focused S | 1.42B | 1.03 | 3.54 | 8.81 | ||
AMG Yacktman Focused I | 1.27B | 1.09 | 3.74 | 9.01 | ||
AMG GW&K Municipal Bond I | 994.13M | 1.87 | 1.23 | 2.04 | ||
AMG TimesSquare Mid Cap Growth I | 635.08M | 3.28 | 8.13 | 11.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.62B | -0.25 | 6.65 | 8.40 | ||
DFA US Small Cap Value I | 15.11B | -2.49 | 7.35 | 8.27 | ||
DFA US Targeted Value I | 12.54B | -1.57 | 7.25 | 8.72 | ||
Vanguard Small Cap Value Index I | 6.03B | -0.25 | 6.66 | 8.41 | ||
Invesco SmallCapValue Y | 3.92B | -0.23 | 14.87 | 11.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
White Mountains Insurance | BMG9618E1075 | 3.89 | 1,865.51 | -1.38% | |
McGrath | US5805891091 | 3.72 | 111.05 | +0.96% | |
CoreCivic | US21871N1019 | 3.59 | 18.73 | -1.42% | |
Murphy USA Inc | US6267551025 | 3.07 | 468.46 | +0.41% | |
Unifirst | US9047081040 | 3.03 | 204.46 | -0.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Sell |
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