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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1027 | 1236 | 1192 | 1980 | 2552 |
Fund Return | 7.82% | 2.7% | 23.59% | 6.04% | 14.64% | 9.82% |
Place in category | 629 | 963 | 488 | 626 | 60 | 126 |
% in Category | 49 | 76 | 41 | 55 | 7 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cambiar Opportunity Inst | 279.41M | 7.94 | 6.24 | 10.05 | ||
Cambiar International Equity Inv | 89.07M | 8.77 | -1.69 | 2.22 | ||
Cambiar Small Cap Instl | 68.45M | -3.57 | 4.13 | 5.19 | ||
Cambiar International Equity Instl | 48.86M | 8.81 | -1.60 | 2.34 | ||
Cambiar Small Cap Inv | 24.82M | -3.60 | 3.94 | 5.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 16.29 | 10.29 | 11.26 | ||
Vanguard Equity-Income Adm | 54.18B | 16.01 | 10.77 | 10.58 | ||
Vanguard Windsor II Admiral | 50.3B | 15.67 | 9.72 | 10.95 | ||
American Funds American Mutual A | 42.69B | 17.66 | 10.79 | 10.22 | ||
Vanguard Value Index Adm | 38.71B | 18.97 | 11.64 | 10.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cenovus Energy Inc | CA15135U1093 | 3.38 | 23.38 | -0.21% | |
Texas Instruments | US8825081040 | 3.26 | 198.47 | +0.09% | |
Chevron | US1667641005 | 3.24 | 150.75 | -0.30% | |
Goldman Sachs | US38141G1040 | 3.22 | 528.50 | -0.09% | |
Sempra Energy | US8168511090 | 3.21 | 85.96 | +0.55% |
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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