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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1018 | 1213 | 1242 | 1821 | 2636 |
Fund Return | 4.9% | 1.81% | 21.32% | 7.5% | 12.74% | 10.18% |
Place in category | 1052 | 1109 | 719 | 293 | 247 | 77 |
% in Category | 87 | 90 | 61 | 29 | 28 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 1.21B | 5.02 | 7.76 | 10.45 | ||
Sterling Capital Special Opps A | 282.5M | 1.28 | 3.76 | 9.98 | ||
Sterling Capital Stratton SmCp Val | 236.45M | -2.05 | 8.24 | 7.38 | ||
Sterling Capital NC Interm Tax-Free | 105.39M | -0.18 | -0.95 | 1.75 | ||
Sterling Capital Special Opps Inst | 88M | 1.05 | 8.23 | 10.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.03B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.40 | 427.31 | +0.82% | |
Elevance Health | US0367521038 | 5.04 | 535.08 | -0.42% | |
Ferguson | JE00BJVNSS43 | 4.58 | 15,565.0 | -1.05% | |
Avery Dennison | US0536111091 | 4.53 | 223.76 | -1.12% | |
Hershey Co | US4278661081 | 4.47 | 191.66 | -2.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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