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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1141 | 1053 | 1208 | 1247 | 1605 | 2075 |
Fund Return | 14.08% | 5.34% | 20.8% | 7.62% | 9.92% | 7.57% |
Place in category | 1118 | 700 | 1102 | 981 | 781 | 731 |
% in Category | 96 | 62 | 95 | 91 | 77 | 91 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.26B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Genuine Parts | US3724601055 | 4.40 | 122.07 | +0.35% | |
Bank of NY Mellon | US0640581007 | 4.19 | 88.31 | -0.66% | |
Deere&Company | US2441991054 | 2.68 | 509.27 | +1.54% | |
Microsoft | US5949181045 | 2.39 | 414.77 | +1.25% | |
GATX | US3614481030 | 2.39 | 165.93 | -0.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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