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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1085 | 1072 | 1235 | 1592 | 1776 |
Fund Return | 7.17% | 8.47% | 7.17% | 7.29% | 9.75% | 5.91% |
Place in category | 1406 | 1408 | 1406 | 1071 | 1160 | 887 |
% in Category | 97 | 91 | 97 | 82 | 98 | 99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gabelli Asset I | 988.48M | 8.67 | 3.33 | 7.76 | ||
Gabelli Small Cap Growth I | 956.07M | 10.36 | 6.95 | 9.20 | ||
Gabelli Utilities A | 894.94M | 16.17 | 2.44 | 4.85 | ||
Gabelli Small Cap Growth AAA | 755.22M | 10.12 | 6.67 | 8.93 | ||
Gabelli Asset AAA | 655.03M | 8.45 | 3.07 | 7.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Genuine Parts | US3724601055 | 4.86 | 124.80 | +1.72% | |
Deere&Company | US2441991054 | 3.39 | 446.65 | +2.08% | |
Bank of NY Mellon | US0640581007 | 2.56 | 80.14 | +1.60% | |
Brown Forman A | US1156371007 | 2.30 | 41.03 | +2.19% | |
GATX | US3614481030 | 2.13 | 161.59 | +1.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Neutral | Strong Sell | Sell |
Summary | Sell | Strong Sell | Strong Sell |
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