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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1034 | 1034 | 1161 | 1511 | 1635 | 2384 |
| Fund Return | 3.4% | 3.4% | 16.13% | 14.75% | 10.33% | 9.08% |
| Place in category | 196 | 196 | 406 | 400 | 330 | 711 |
| % in Category | 22 | 22 | 39 | 40 | 37 | 88 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 90.41B | -3.17 | 16.11 | 12.59 | ||
| Dodge & Cox Stock | 65.86B | -1.67 | 13.99 | 12.72 | ||
| Vanguard Equity-Income Adm | 57.53B | 1.51 | 14.68 | 11.51 | ||
| Vanguard Windsor II Admiral | 50.56B | -1.09 | 15.78 | 12.55 | ||
| American Funds Washington Mutual R6 | 43.92B | -3.09 | 16.47 | 12.92 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Phillips 66 | - | 6.12 | 159.53 | -0.70% | |
| Texas Instruments | - | 5.62 | 282.23 | +19.43% | |
| Hewlett Packard Enterprise Prf C | - | 5.40 | 75.30 | -1.53% | |
| CNA Financial | - | 5.27 | 48.75 | +1.44% | |
| Blackstone | - | 4.99 | 122.33 | -5.70% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Sell | Sell |
| Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
| Summary | Strong Buy | Neutral | Strong Sell |
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