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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1025 | 1244 | 1123 | 1671 | 2456 |
Fund Return | 7.25% | 2.5% | 24.42% | 3.96% | 10.81% | 9.4% |
Place in category | 750 | 1013 | 402 | 968 | 633 | 204 |
% in Category | 59 | 80 | 34 | 87 | 63 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap I | 5.33B | 7.36 | 4.27 | 9.71 | ||
Diamond Hill Large Cap Y | 2.88B | 7.45 | 4.41 | 9.85 | ||
Diamond Hill Long-Short I | 1.62B | 10.10 | 5.40 | 6.40 | ||
Diamond Hill Small-Mid Cap Y | 732.39M | 2.90 | 1.54 | 7.20 | ||
Diamond Hill Small-Mid Cap I | 721.3M | 2.86 | 1.42 | 7.07 |
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 | 38.98B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AIG | US0268747849 | 4.65 | 74.11 | -0.76% | |
ConocoPhillips | US20825C1045 | 3.90 | 110.89 | -1.16% | |
Bank of America | US0605051046 | 3.42 | 39.26 | -0.38% | |
PepsiCo | US7134481081 | 3.14 | 163.33 | -0.31% | |
Abbott Labs | US0028241000 | 3.11 | 103.45 | -0.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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