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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1179 | 1274 | 1298 | 2068 | 3113 |
Fund Return | 2.07% | 17.86% | 27.36% | 9.09% | 15.64% | 12.03% |
Place in category | 863 | 935 | 792 | 247 | 333 | 552 |
% in Category | 68 | 73 | 60 | 28 | 33 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.45B | 7.28 | 6.40 | 9.86 | ||
AMG Yacktman Focused I | 1.83B | 6.77 | 6.15 | 10.23 | ||
AMG Yacktman Focused S | 1.78B | 6.69 | 5.96 | 10.03 | ||
AMG River Road Small Cap Value I | 1.05B | 8.50 | 7.32 | 9.89 | ||
AMG GW&K Municipal Bond I | 1.03B | -0.38 | -1.01 | 2.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 144.15B | 16.72 | 5.71 | 13.13 | ||
Fidelity Contrafund | 128.94B | 23.77 | 9.59 | 14.93 | ||
Fidelity Contrafund K | 128.94B | 23.82 | 9.67 | 15.03 | ||
Vanguard Growth Index Adm | 80.71B | 18.43 | 8.10 | 15.32 | ||
JPMorgan Large Cap Growth R6 | 61.82B | 20.94 | 8.84 | 17.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.56 | 129.37 | +4.55% | |
Microsoft | US5949181045 | 9.55 | 416.79 | +0.30% | |
Apple | US0378331005 | 8.54 | 226.84 | +1.03% | |
Alphabet A | US02079K3059 | 8.27 | 165.62 | +1.11% | |
Adobe | US00724F1012 | 7.00 | 558.30 | +0.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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