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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 978 | 1084 | 1074 | 1428 | 2063 |
Fund Return | 8.42% | -2.23% | 8.42% | 2.41% | 7.38% | 7.51% |
Place in category | 1357 | 1292 | 1357 | 1234 | 1159 | 871 |
% in Category | 98 | 92 | 98 | 96 | 99 | 98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gabelli Small Cap Growth I | 921.6M | 10.50 | 5.65 | 8.98 | ||
Gabelli Utilities A | 809.73M | 13.17 | 0.01 | 4.41 | ||
Gabelli Small Cap Growth AAA | 713.89M | 10.24 | 5.39 | 8.71 | ||
Gabelli Asset AAA | 616.05M | 8.16 | 2.16 | 7.24 | ||
GAMCO Growth AAA | 484.93M | 35.50 | 6.29 | 14.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ametek | US0311001004 | 2.98 | 185.96 | +1.88% | |
Berkshire Hathaway A | US0846701086 | 2.38 | 708,848 | +0.59% | |
Deere&Company | US2441991054 | 2.31 | 481.56 | +0.71% | |
Sony ADR | US8356993076 | 2.24 | 22.25 | +0.52% | |
Caterpillar | US1491231015 | 2.18 | 375.75 | -4.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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