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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 936 | 1009 | 1085 | 1486 | 2331 |
Fund Return | 0.88% | -6.43% | 0.88% | 2.74% | 8.25% | 8.83% |
Place in category | 1166 | 1178 | 1166 | 1015 | 740 | 334 |
% in Category | 100 | 100 | 100 | 93 | 73 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.38B | 4.91 | 3.89 | 8.77 | ||
AMG Yacktman Focused S | 1.48B | 0.72 | 2.55 | 8.63 | ||
AMG River Road Small Cap Value I | 1.02B | 14.37 | 7.30 | 10.11 | ||
AMG GW&K Municipal Bond I | 997.97M | 0.04 | -0.61 | 1.95 | ||
AMG TimesSquare Mid Cap Growth I | 561.33M | 10.78 | 2.53 | 11.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 55.74B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 51B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 40.4B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 39.97B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bollore | FR0000039299 | 9.45 | 5.80 | 0.00% | |
Samsung Electronics Co Pref | KR7005931001 | 9.05 | 45,950 | -1.50% | |
Canadian Natural | CA1363851017 | 7.46 | 47.27 | +0.77% | |
Microsoft | US5949181045 | 3.79 | 418.95 | -1.32% | |
U-Haul Holding Co Ordinary Shares - Series N | US0235865062 | 3.79 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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