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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1066 | 1263 | 1183 | 1538 | 2448 |
Fund Return | 7.88% | 6.65% | 26.26% | 5.75% | 8.99% | 9.37% |
Place in category | 10 | 11 | 27 | 18 | 33 | 23 |
% in Category | 12 | 11 | 26 | 24 | 39 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.78B | 8.70 | 2.80 | 9.60 | ||
Davis NY Venture Y | 1.77B | 8.76 | 3.05 | 9.87 | ||
Davis Global Y | 596.2M | 9.18 | -4.30 | 7.29 | ||
Davis Financial Y | 432.27M | 7.96 | 6.00 | 9.60 | ||
Davis Opportunity A | 309.9M | 6.06 | 3.94 | 10.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.28B | 7.02 | 4.16 | 9.67 | ||
Fidelity Select Brokerage & Invmt | 839.97M | 3.26 | 8.64 | 11.29 | ||
T. Rowe Price Financial Services | 906.54M | 8.43 | 6.56 | 11.22 | ||
Vanguard Financials Index Adm | 742.61M | 6.37 | 5.16 | 10.45 | ||
Fidelity Select Financial Services | 693.37M | 6.04 | 5.63 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Capital One Financial | US14040H1059 | 10.79 | 137.63 | +1.06% | |
Wells Fargo&Co | US9497461015 | 8.41 | 59.92 | +1.20% | |
JPMorgan | US46625H1005 | 7.22 | 202.63 | +1.66% | |
Bank of NY Mellon | US0640581007 | 6.14 | 59.61 | +2.04% | |
Fifth Third | US3167731005 | 5.85 | 37.42 | +1.88% |
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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