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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 | 963.55M | 4.36 | 5.27 | 8.40 | ||
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 |
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 % | |
---|---|---|---|---|---|
Genuine Parts | US3724601055 | 4.86 | 122.07 | +0.35% | |
Deere&Company | US2441991054 | 3.39 | 509.27 | +1.54% | |
Bank of NY Mellon | US0640581007 | 2.56 | 88.31 | -0.66% | |
Brown Forman A | US1156371007 | 2.30 | 31.34 | -0.10% | |
GATX | US3614481030 | 2.13 | 165.93 | -0.74% |
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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