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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1078 | 1082 | 1144 | 1387 | 1702 |
Fund Return | 1.03% | 7.78% | 8.22% | 4.59% | 6.76% | 5.46% |
Place in category | 15 | 438 | 34 | 17 | 20 | 23 |
% in Category | 6 | 94 | 11 | 5 | 7 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Weitz Value Investor | 523.08M | 0.91 | 3.71 | 8.92 | ||
Weitz Partners III Opportunity Inst | 394.03M | 2.30 | -2.00 | 4.57 | ||
Weitz Value Institutional | 349.09M | 0.96 | 3.86 | - | ||
Weitz Partners Value Institutional | 317.83M | 1.85 | 0.78 | - | ||
Weitz Partners Value Investor | 220.16M | 1.23 | 5.92 | 5.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | -0.52 | 0.70 | 5.02 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | -0.01 | -0.28 | 4.51 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 2.21 | 3.32 | 7.17 | ||
Vanguard Wellesley Income Inv | 8.86B | -0.53 | 0.63 | 4.95 | ||
BlackRock Multi-Asset Income Instl | 5.95B | 0.67 | 0.62 | 3.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 2.85 | 414.40 | +1.42% | |
Microsoft | US5949181045 | 2.57 | 415.13 | +0.23% | |
Analog Devices | US0326541051 | 2.27 | 234.49 | +1.95% | |
Danaher | US2358511028 | 2.22 | 256.80 | +1.61% | |
Thermo Fisher Scientific | US8835561023 | 2.12 | 567.98 | +0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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