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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 967 | 1065 | 1264 | 1806 | 2839 |
Fund Return | 3.28% | -3.3% | 6.52% | 8.13% | 12.55% | 11% |
Place in category | 19 | 13 | 244 | 58 | 67 | 56 |
% in Category | 3 | 4 | 51 | 14 | 20 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 6.74B | 1.65 | 4.98 | 9.04 | ||
AMG Yacktman Focused S | 1.39B | 1.03 | 3.54 | 8.81 | ||
AMG Yacktman Focused I | 1.22B | 1.09 | 3.74 | 9.01 | ||
AMG River Road Small Cap Value I | 968.64M | -0.74 | 8.96 | 9.67 | ||
AMG GW&K Municipal Bond I | 975.45M | 1.87 | 1.23 | 2.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.38B | 3.95 | 11.91 | 12.12 | ||
Vanguard Mid-Cap Growth Index Admir | 12.89B | 2.32 | 6.64 | 10.11 | ||
T. Rowe Price Mid-Cap Growth I | 11.5B | -1.57 | 4.66 | - | ||
T. Rowe Price Mid-Cap Growth | 10.6B | -1.59 | 4.52 | 9.48 | ||
T. Rowe Price New Horizons I | 8.15B | -2.44 | -2.12 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HubSpot Inc | US4435731009 | 3.20 | 582.11 | -1.90% | |
Cencora Inc | US03073E1055 | 2.86 | 275.21 | +0.45% | |
Verisk | US92345Y1064 | 2.53 | 294.58 | -0.78% | |
Cheniere Energy | US16411R2085 | 2.44 | 226.23 | -0.25% | |
Gartner | US3666511072 | 2.31 | 418.25 | -1.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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