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Breaking News
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1057 | 1252 | 1176 | 1546 | 1875 |
Fund Return | 7.06% | 5.72% | 25.15% | 5.55% | 9.11% | 6.49% |
Place in category | 7 | 12 | 11 | 14 | 15 | 136 |
% in Category | 2 | 5 | 3 | 8 | 8 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.78B | 12.84 | 3.76 | 9.73 | ||
Davis NY Venture Y | 1.78B | 12.95 | 4.02 | 10.01 | ||
Davis Global Y | 595.26M | 13.53 | -2.52 | 7.22 | ||
Davis Financial A | 435.68M | 12.65 | 6.06 | 9.63 | ||
Davis Financial Y | 425.66M | 12.75 | 6.30 | 9.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 74.62B | 4.06 | 3.36 | 6.30 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 6.47 | 3.27 | 7.60 | ||
American Funds Income Fund of A R6 | 19.77B | 4.23 | 3.68 | 6.62 | ||
American Funds Income Fund of Ame | 13.05B | 4.21 | 3.57 | 6.51 | ||
American Funds Growth and Inc A | 11.55B | 6.58 | 4.29 | 7.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 7.94 | 408.09 | -0.66% | |
Applied Materials | US0382221051 | 6.42 | 226.31 | -0.81% | |
Capital One Financial | US14040H1059 | 5.77 | 138.16 | -1.94% | |
Wells Fargo&Co | US9497461015 | 5.50 | 57.07 | -1.48% | |
Amazon.com | US0231351067 | 5.41 | 185.30 | -0.94% |
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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