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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 1021 | 1050 | 1003 | 1366 | - |
Fund Return | -0.09% | 2.13% | 4.95% | 0.09% | 6.44% | - |
Place in category | 139 | 134 | 127 | 135 | 97 | - |
% in Category | 90 | 89 | 88 | 94 | 72 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.5B | 5.39 | 9.60 | 11.69 | ||
Oakmark International Institutional | 8.65B | -2.73 | -1.50 | - | ||
Oakmark Institutional | 6.65B | 5.48 | 9.86 | - | ||
Oakmark International Investor | 5.31B | -2.83 | -1.74 | 2.87 | ||
Oakmark Equity And Income Investor | 4.37B | 1.26 | 3.04 | 6.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.36B | 3.22 | 6.56 | 8.04 | ||
Franklin Mutual Global Discovery A | 5.51B | 2.50 | 7.32 | 6.00 | ||
Franklin Mutual Global Discovery Z | 3.33B | 2.59 | 7.60 | 6.28 | ||
Franklin Mutual Beacon Z | 2.2B | 3.85 | 3.15 | 6.92 | ||
SEI Global Managed Volatility A (SI | 2.06B | 4.35 | 6.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lloyds Banking | GB0008706128 | 4.51 | 55.52 | +0.91% | |
Mercedes Benz Group | DE0007100000 | 4.13 | 68.060 | -0.38% | |
CNH Industrial NV | NL0010545661 | 3.86 | 11.45 | -0.61% | |
Alphabet Inc Class A | - | 3.30 | - | - | |
General Motors Co | - | 3.16 | - | - |
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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