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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1002 | 1206 | 1117 | 1551 | 2589 |
Fund Return | 1.28% | 0.24% | 20.59% | 3.76% | 9.18% | 9.98% |
Place in category | 1396 | 1421 | 876 | 1182 | 1080 | 707 |
% in Category | 94 | 96 | 60 | 90 | 91 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 1.24B | 10.65 | 8.49 | 10.88 | ||
Sterling Capital Equity Income A | 462.94M | 10.44 | 8.21 | 10.60 | ||
Sterling Capital Stratton SmCp Val | 187.01M | 14.80 | 6.94 | 8.25 | ||
Sterling Capital NC Interm Tax-Free | 106.71M | 0.62 | -0.67 | 1.51 | ||
Sterling Capital Special Opps Inst | 88.78M | 1.05 | 8.23 | 10.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 5.67 | 187.97 | -1.67% | |
Teva ADR | US8816242098 | 4.81 | 17.46 | -1.58% | |
Marvell | US5738741041 | 4.79 | 70.99 | -3.35% | |
Alphabet C | US02079K1079 | 4.74 | 165.29 | +0.89% | |
Charles Schwab | US8085131055 | 4.59 | 64.42 | +0.91% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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