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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1023 | 1164 | 1136 | 1604 | 3045 |
Fund Return | 2.96% | 2.28% | 16.36% | 4.34% | 9.92% | 11.78% |
Place in category | 217 | 362 | 193 | 104 | 70 | 4 |
% in Category | 51 | 82 | 49 | 34 | 22 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID R6 | 4.64B | 2.98 | 4.41 | - | ||
Eaton Vance National Municipal IncI | 2.98B | -1.03 | -0.84 | 3.19 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2B | 6.54 | 7.14 | 11.91 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.3B | 6.63 | 7.43 | 12.25 | ||
Eaton Vance National Municipal IncA | 1.17B | -1.12 | -1.09 | 2.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 61.13B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 36.56B | 0.06 | -2.61 | 8.55 | ||
Fidelity Mid Cap Index Fund Institu | 33.44B | 2.74 | 2.41 | 9.40 | ||
Vanguard Extended Market Index Inst | 30.81B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 24.79B | 0.05 | -2.62 | 8.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WR Berkley | US0844231029 | 4.80 | 79.71 | +1.17% | |
Carlisle | US1423391002 | 4.52 | 416.56 | -0.25% | |
Morningstar | US6177001095 | 3.27 | 298.38 | -0.26% | |
Brown&Brown | US1152361010 | 3.20 | 87.08 | +1.72% | |
Godaddy Inc | US3802371076 | 3.10 | 133.90 | +1.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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