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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1103 | 1103 | 1338 | 1463 | 2155 | - |
Fund Return | 10.34% | 10.34% | 33.83% | 13.51% | 16.6% | - |
Place in category | 320 | 320 | 16 | 22 | 6 | - |
% in Category | 25 | 25 | 2 | 2 | 1 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.31B | 10.27 | 13.26 | 12.16 | ||
Oakmark International Institutional | 8.86B | 0.15 | 0.34 | - | ||
Oakmark International Investor | 5.55B | 0.11 | 0.12 | 3.27 | ||
Oakmark Equity And Income Investor | 4.46B | 4.92 | 5.73 | 7.03 | ||
Oakmark Select Advisor | 3.18B | 6.25 | 10.80 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.45B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.28 | 159.13 | +0.55% | |
Capital One Financial | US14040H1059 | 2.82 | 148.80 | +0.61% | |
ICE | US45866F1049 | 2.77 | 132.56 | +0.17% | |
Wells Fargo&Co | US9497461015 | 2.59 | 60.60 | -0.55% | |
ConocoPhillips | US20825C1045 | 2.57 | 129.27 | -0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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