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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1274 | 1143 | 1496 | 1104 | 1653 | 2936 |
Fund Return | 27.42% | 14.27% | 49.6% | 3.36% | 10.57% | 11.37% |
Place in category | 79 | 52 | 42 | 83 | 54 | 22 |
% in Category | 75 | 50 | 40 | 88 | 61 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RMB A | 87.25M | 15.32 | 5.35 | 10.51 | ||
RMB Mendon Financial Services Fund | 18.3M | 26.53 | 2.59 | 10.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.58B | 30.37 | 9.43 | 10.55 | ||
Fidelity Select Brokerage & Invmt | 1.24B | 35.74 | 12.67 | 13.19 | ||
T. Rowe Price Financial Services | 1.06B | 30.86 | 10.24 | 12.13 | ||
Fidelity Select Financial Services | 975.93M | 32.80 | 11.77 | 11.33 | ||
Vanguard Financials Index Adm | 961.51M | 30.48 | 9.32 | 11.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Equity Bancshares Inc | US29460X1090 | 7.37 | 43.85 | -0.43% | |
Primis Financial | US74167B1098 | 6.11 | 11.18 | +5.47% | |
USCB Financial Holdings Inc Ordinary Shares - Class A | - | 5.03 | - | - | |
The First Bancshares | US3189161033 | 4.81 | 38.70 | +3.23% | |
Amerant Bancorp A | US0235761014 | 4.79 | 23.08 | -0.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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