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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1001 | 1191 | 999 | 1363 | 1700 |
Fund Return | 3.68% | 0.1% | 19.09% | -0.04% | 6.39% | 5.45% |
Place in category | 209 | 163 | 113 | 173 | 71 | 36 |
% in Category | 85 | 66 | 52 | 70 | 37 | 28 |
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% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.97B | 4.53 | 0.61 | 4.32 | ||
Brighthouse Balanced Plus Portfolio | 7.39B | 5.64 | -3.18 | 4.55 | ||
Columbia Adaptive Risk Allocation Z | 2.26B | 7.84 | 0.76 | 5.08 | ||
Horizon Active Risk Assist N | 1.36B | 13.63 | 2.88 | 4.96 | ||
SEI Multi-Asset Accumulation F (SIM | 1.17B | 4.01 | -3.87 | 2.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sony ADR | US8356993076 | 3.66 | 19.06 | -0.05% | |
Berkshire Hathaway A | US0846701086 | 3.30 | 714,280 | +0.99% | |
Sony | JP3435000009 | 3.20 | 2,948.0 | -0.12% | |
Nestle | CH0038863350 | 2.57 | 76.00 | +0.05% | |
CNH Industrial NV | NL0010545661 | 2.55 | 12.15 | +1.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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