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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1041 | 1130 | 1167 | 1523 | 2241 |
Fund Return | 4.36% | 4.11% | 13% | 5.27% | 8.77% | 8.4% |
Place in category | 183 | 1189 | 1320 | 1253 | 1147 | 866 |
% in Category | 13 | 83 | 96 | 98 | 98 | 99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gabelli Small Cap Growth I | 916.56M | 3.53 | 9.43 | 9.73 | ||
Gabelli Utilities A | 835.55M | 2.16 | 2.15 | 4.77 | ||
Gabelli Small Cap Growth AAA | 707.41M | 3.49 | 9.16 | 9.45 | ||
Gabelli Asset AAA | 616.79M | 4.35 | 5.02 | 8.13 | ||
GAMCO Growth AAA | 491.61M | 3.40 | 11.55 | 15.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ametek | US0311001004 | 2.98 | 183.54 | -0.48% | |
Berkshire Hathaway A | US0846701086 | 2.38 | 719,146 | -0.33% | |
Deere&Company | US2441991054 | 2.31 | 480.22 | +3.00% | |
Sony ADR | US8356993076 | 2.24 | 24.14 | +4.10% | |
Caterpillar | US1491231015 | 2.18 | 353.32 | -0.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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