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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 935 | 1007 | 1078 | 1473 | 2288 |
Fund Return | 0.72% | -6.5% | 0.72% | 2.55% | 8.05% | 8.63% |
Place in category | 1167 | 1179 | 1167 | 1032 | 780 | 402 |
% in Category | 100 | 100 | 100 | 94 | 77 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 7.4B | 4.91 | 3.89 | 8.77 | ||
AMG Yacktman Focused I | 1.41B | 0.88 | 2.74 | 8.83 | ||
AMG River Road Small Cap Value I | 1.05B | 14.37 | 7.30 | 10.11 | ||
AMG GW&K Municipal Bond I | 992.63M | 0.04 | -0.61 | 1.95 | ||
AMG TimesSquare Mid Cap Growth I | 586.77M | 10.78 | 2.53 | 11.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.57B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bollore | FR0000039299 | 9.45 | 5.66 | -1.65% | |
Samsung Electronics Co Pref | KR7005931001 | 9.05 | 43,600 | -1.36% | |
Canadian Natural | CA1363851017 | 7.46 | 45.30 | -0.20% | |
Microsoft | US5949181045 | 3.79 | 443.92 | -0.51% | |
U-Haul Holding Co Ordinary Shares - Series N | US0235865062 | 3.79 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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