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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 971 | 975 | 1017 | 955 | 1024 | 1203 |
Fund Return | -2.9% | -2.49% | 1.66% | -1.51% | 0.47% | 1.87% |
Place in category | 296 | 300 | 275 | 196 | 179 | 77 |
% in Category | 100 | 100 | 92 | 78 | 78 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.3B | 5.61 | 5.83 | 9.60 | ||
AMG Yacktman Focused I | 1.85B | 4.73 | 5.35 | 9.91 | ||
AMG Yacktman Focused S | 1.74B | 4.66 | 5.14 | 9.71 | ||
AMG River Road Small Cap Value I | 969.56M | 4.51 | 5.28 | 9.19 | ||
AMG Managers Brandywine S | 573.33M | 4.34 | -2.34 | 9.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.16B | -1.31 | -0.73 | 2.17 | ||
Bridge Builder Municipal Bond | 14.45B | -0.84 | -0.66 | - | ||
American Funds Tax-Exempt Bond A | 11.76B | -1.01 | -1.22 | 2.20 | ||
Nuveen Intermediate Duration Muni | 6.62B | -0.32 | -0.77 | 2.28 | ||
American Funds Tax-Exempt Bond F2 | 5.6B | -0.93 | -1.04 | 2.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IOWA FIN AUTH REV 5% | - | 1.57 | - | - | |
METROPOLITAN TRANSN AUTH N Y REV 5% | - | 1.49 | - | - | |
MASSACHUSETTS ST 5% | - | 1.29 | - | - | |
MARYLAND ST DEPT TRANSN CONS TRANSN 5% | - | 1.28 | - | - | |
MARYLAND ST DEPT TRANSN CONS TRANSN 5% | - | 1.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Neutral | Neutral |
Summary | Strong Buy | Neutral | Neutral |
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