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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1099 | 1054 | 1199 | 1069 | 1758 | 2825 |
Fund Return | 9.86% | 5.42% | 19.91% | 2.25% | 11.94% | 10.94% |
Place in category | 231 | 172 | 129 | 72 | 67 | 81 |
% in Category | 46 | 35 | 28 | 17 | 17 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman I | 8.28B | 10.33 | 6.76 | 9.83 | ||
AMG Yacktman Focused I | 1.79B | 9.55 | 6.61 | 10.18 | ||
AMG Yacktman Focused S | 1.73B | 9.46 | 6.42 | 9.99 | ||
AMG River Road Small Cap Value I | 1.03B | 6.54 | 6.40 | 9.40 | ||
AMG GW&K Municipal Bond I | 1.03B | 0.45 | -0.61 | 2.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 13.77B | 16.92 | 6.22 | 12.50 | ||
T. Rowe Price Mid-Cap Growth I | 12.69B | 8.43 | 0.52 | - | ||
T. Rowe Price Mid-Cap Growth | 12.66B | 8.34 | 0.39 | 10.65 | ||
Vanguard Mid-Cap Growth Index Admir | 11.88B | 8.64 | -0.71 | 9.98 | ||
T. Rowe Price New Horizons I | 10.31B | 1.98 | -10.08 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cintas | US1729081059 | 2.53 | 202.35 | -2.25% | |
Cencora Inc | US03073E1055 | 2.51 | 224.92 | +0.46% | |
Verisk | US92345Y1064 | 2.43 | 264.25 | -0.28% | |
Waste Connections | CA94106B1013 | 2.35 | 177.34 | -0.66% | |
Gartner | US3666511072 | 2.34 | 508.94 | -1.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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