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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1087 | 1196 | 1204 | 1596 | 2021 |
Fund Return | 9.68% | 8.74% | 19.64% | 6.39% | 9.8% | 7.29% |
Place in category | 1411 | 94 | 1398 | 1216 | 1142 | 878 |
% in Category | 98 | 9 | 98 | 92 | 96 | 99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gabelli Asset I | 957.91M | 10.89 | 5.30 | 8.19 | ||
Gabelli Small Cap Growth I | 892.43M | 12.36 | 9.27 | 9.87 | ||
Gabelli Utilities A | 851.24M | 19.25 | 4.71 | 5.53 | ||
Gabelli Small Cap Growth AAA | 710.02M | 12.14 | 8.99 | 9.59 | ||
Gabelli Asset AAA | 641.65M | 10.70 | 5.04 | 7.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 22.06 | 11.90 | 13.37 | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Genuine Parts | US3724601055 | 4.57 | 116.05 | +2.15% | |
Bank of NY Mellon | US0640581007 | 3.71 | 75.00 | -0.41% | |
Microsoft | US5949181045 | 2.76 | 408.46 | -0.47% | |
Deere&Company | US2441991054 | 2.60 | 401.68 | +0.31% | |
GATX | US3614481030 | 2.57 | 139.22 | +0.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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