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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1010 | 1239 | 1177 | 1796 | 2249 |
Fund Return | 4.73% | 0.99% | 23.88% | 5.57% | 12.43% | 8.44% |
Place in category | 207 | 440 | 168 | 38 | 67 | 116 |
% in Category | 33 | 76 | 29 | 7 | 15 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gabelli Asset AAA | 1.11B | 3.73 | 1.52 | 6.99 | ||
Gabelli Utilities A | 806.18M | 8.29 | 0.87 | 4.29 | ||
GAMCO Growth AAA | 814.3M | 18.58 | 7.38 | 13.80 | ||
Gabelli Small Cap Growth I | 630.49M | 4.84 | 5.84 | 8.71 | ||
Gabelli Asset I | 481.53M | 3.83 | 1.77 | 7.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.22B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AMETEK Inc | - | 3.85 | - | - | |
KKR & Co Inc Ordinary Shares | - | 3.65 | - | - | |
Lennar B | US5260573028 | 2.92 | 138.04 | -1.12% | |
Mueller Industries Inc | - | 2.82 | - | - | |
Crane Co | - | 2.61 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Neutral |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Sell | Sell | Buy |
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