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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 994 | 1108 | 1078 | 1669 | 2910 |
Fund Return | 10.78% | -0.6% | 10.78% | 2.53% | 10.78% | 11.27% |
Place in category | 362 | 415 | 362 | 79 | 103 | 73 |
% in Category | 71 | 78 | 71 | 21 | 27 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.35B | 4.91 | 3.89 | 8.77 | ||
AMG Yacktman Focused S | 1.47B | 0.72 | 2.55 | 8.63 | ||
AMG Yacktman Focused I | 1.4B | 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 | 989.41M | 0.04 | -0.61 | 1.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.79B | 19.98 | 5.08 | 12.38 | ||
T. Rowe Price Mid-Cap Growth I | 12.97B | 9.54 | 0.73 | - | ||
Vanguard Mid-Cap Growth Index Admir | 12.51B | 16.41 | 0.66 | 10.40 | ||
T. Rowe Price Mid-Cap Growth | 12.09B | 9.40 | 0.60 | 10.24 | ||
T. Rowe Price New Horizons I | 9.79B | 3.99 | -7.28 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HubSpot Inc | US4435731009 | 3.41 | 737.12 | +0.95% | |
Cencora Inc | US03073E1055 | 2.86 | 247.94 | +0.40% | |
Cintas | US1729081059 | 2.67 | 197.80 | -0.61% | |
TPG Inc Ordinary Shares - Class A | - | 2.52 | - | - | |
Verisk | US92345Y1064 | 2.43 | 277.98 | -0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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