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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 955 | 979 | 1110 | 1618 | 2326 |
Fund Return | 1.03% | -4.49% | -2.08% | 3.54% | 10.1% | 8.81% |
Place in category | 1154 | 1129 | 1160 | 1074 | 942 | 461 |
% in Category | 97 | 96 | 100 | 99 | 91 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 6.68B | 1.65 | 4.98 | 9.04 | ||
AMG Yacktman Focused I | 1.22B | 1.09 | 3.74 | 9.01 | ||
AMG River Road Small Cap Value I | 957.81M | -0.74 | 8.96 | 9.67 | ||
AMG GW&K Municipal Bond I | 984.73M | 1.87 | 1.23 | 2.04 | ||
AMG TimesSquare Mid Cap Growth I | 602.04M | 3.28 | 8.13 | 11.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.01B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bollore | FR0000039299 | 10.41 | 5.73 | -1.21% | |
Samsung Electronics Co Pref | KR7005931001 | 9.01 | 45,500 | +0.33% | |
Canadian Natural | CA1363851017 | 8.31 | 42.21 | +1.98% | |
Microsoft | US5949181045 | 4.45 | 388.56 | +2.58% | |
U-Haul Holding Co Ordinary Shares - Series N | US0235865062 | 3.93 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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