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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 1163 | 1365 | 1033 | 1532 | 2690 |
Fund Return | 10.98% | 16.34% | 36.53% | 1.07% | 8.9% | 10.4% |
Place in category | 80 | 13 | 70 | 71 | 55 | 23 |
% in Category | 77 | 8 | 70 | 75 | 63 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RMB A | 86.71M | 12.33 | 5.69 | 10.66 | ||
RMB Mendon Financial Services Fund | 16.9M | 10.36 | 0.32 | 9.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.39B | 9.90 | 4.64 | 9.55 | ||
Fidelity Select Brokerage & Invmt | 1.04B | 21.73 | 11.77 | 12.50 | ||
Fidelity Select Insurance Port | 919.51M | 29.12 | 19.03 | 13.48 | ||
T. Rowe Price Financial Services | 873.97M | 21.78 | 9.41 | 12.10 | ||
Vanguard Financials Index Adm | 839.64M | 20.85 | 8.22 | 11.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Equity Bancshares Inc | US29460X1090 | 7.36 | 41.97 | -0.99% | |
Primis Financial | US74167B1098 | 6.00 | 11.12 | -0.89% | |
The First Bancshares | US3189161033 | 5.05 | 32.79 | -1.09% | |
USCB Financial Holdings Inc Ordinary Shares - Class A | - | 4.84 | - | - | |
First Horizon National | US3205171057 | 4.62 | 16.99 | -1.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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