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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 942 | 1042 | 1210 | 1828 | 2622 |
Fund Return | 2.49% | -5.78% | 4.19% | 6.57% | 12.83% | 10.12% |
Place in category | 1099 | 1156 | 1140 | 921 | 571 | 128 |
% in Category | 90 | 99 | 99 | 84 | 57 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 872M | 2.52 | 6.83 | 10.39 | ||
Sterling Capital Special Opps A | 262.65M | -2.19 | 8.54 | 10.33 | ||
Sterling Capital Stratton SmCp Val | 147.59M | 25.33 | 9.88 | 9.63 | ||
Sterling Capital NC Interm Tax-Free | 103.3M | 1.07 | -0.38 | 1.52 | ||
Sterling Capital Special Opps Inst | 70.33M | 20.75 | 6.40 | 11.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.49B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 5.57 | 78.28 | +0.60% | |
Analog Devices | US0326541051 | 4.66 | 201.67 | +0.05% | |
Elevance Health | US0367521038 | 4.62 | 434.96 | +0.69% | |
ADP | US0530151036 | 4.51 | 305.53 | +1.56% | |
UnitedHealth | US91324P1021 | 4.50 | 523.75 | +1.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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