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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 AAA | 1.1B | 3.73 | 1.52 | 6.99 | ||
Gabelli Small Cap Growth AAA | 932.16M | 4.73 | 5.57 | 8.44 | ||
Gabelli Utilities A | 796.41M | 8.29 | 0.87 | 4.29 | ||
GAMCO Growth AAA | 819.51M | 18.58 | 7.38 | 13.80 | ||
Gabelli Small Cap Growth I | 626.8M | 4.84 | 5.84 | 8.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Genuine Parts | US3724601055 | 4.86 | 138.07 | +0.49% | |
Deere&Company | US2441991054 | 3.39 | 376.06 | +0.20% | |
Bank of NY Mellon | US0640581007 | 2.56 | 59.68 | +0.24% | |
Brown Forman A | US1156371007 | 2.30 | 43.22 | -0.54% | |
GATX | US3614481030 | 2.13 | 132.37 | +0.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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