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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1099 | 1009 | 1251 | 1229 | 1711 | 2240 |
Fund Return | 9.85% | 0.86% | 25.06% | 7.12% | 11.34% | 8.4% |
Place in category | 97 | 74 | 67 | 41 | 9 | 8 |
% in Category | 63 | 45 | 50 | 34 | 8 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Dodge & Cox International Stock | 39.84B | 8.75 | 5.16 | 4.54 | ||
Dodge & Cox Balanced | 12.29B | 10.28 | 5.47 | 8.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Mutual Global Discovery A | 5.3B | 6.16 | 6.79 | 6.27 | ||
Franklin Mutual Global Discovery Z | 3.27B | 6.37 | 7.05 | 6.54 | ||
Franklin Mutual Beacon Z | 2.2B | 9.15 | 4.15 | 7.22 | ||
SEI Global Managed Volatility A (SI | 1.99B | 15.56 | 8.24 | - | ||
Artisan Global Value Institutional | 1.87B | 11.79 | 7.02 | 8.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 3.17 | 170.49 | -0.19% | |
Sanofi | FR0000120578 | 2.90 | 91.45 | -0.70% | |
GSK plc | GB00BN7SWP63 | 2.75 | 1,337.00 | +0.15% | |
Charles Schwab | US8085131055 | 2.55 | 82.76 | +0.19% | |
Johnson Controls | IE00BY7QL619 | 2.50 | 83.86 | +0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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