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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1022 | 1160 | 1128 | 1584 | 2970 |
Fund Return | 2.86% | 2.22% | 16.05% | 4.08% | 9.64% | 11.5% |
Place in category | 229 | 366 | 215 | 111 | 93 | 8 |
% in Category | 54 | 83 | 54 | 37 | 28 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.15B | 2.96 | 4.34 | 11.78 | ||
Eaton Vance Atlanta Capital SMID R6 | 4.91B | 2.98 | 4.41 | - | ||
Eaton Vance National Municipal IncI | 3.01B | -1.03 | -0.84 | 3.19 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.09B | 6.54 | 7.14 | 11.91 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.35B | 6.63 | 7.43 | 12.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 58.11B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 37.64B | 0.06 | -2.61 | 8.55 | ||
Fidelity Mid Cap Index Fund Institu | 34.47B | 2.74 | 2.41 | 9.40 | ||
Vanguard Extended Market Index Inst | 29.08B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 23.06B | 0.05 | -2.62 | 8.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WR Berkley Corp | - | 4.88 | - | - | |
Carlisle Companies Inc | - | 4.86 | - | - | |
Morningstar Inc | - | 3.24 | - | - | |
GoDaddy Inc Class A | - | 3.09 | - | - | |
Brown & Brown Inc | - | 2.97 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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