Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 1121 | 1184 | 877 | 1341 | 2021 |
Fund Return | 9.18% | 12.14% | 18.43% | -4.3% | 6.04% | 7.29% |
Place in category | 14 | 1 | 76 | 333 | 256 | 112 |
% in Category | 3 | 1 | 19 | 98 | 84 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.79B | 8.70 | 2.80 | 9.60 | ||
Davis NY Venture Y | 1.78B | 8.76 | 3.05 | 9.87 | ||
Davis Financial A | 437.31M | 7.88 | 5.75 | 9.37 | ||
Davis Financial Y | 426.04M | 7.96 | 6.00 | 9.60 | ||
Davis Opportunity A | 310.44M | 6.06 | 3.94 | 10.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.8B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.35B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth A | 8.31B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 190.88M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.79M | 3.29 | 2.29 | 2.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Danske Bank | DK0010274414 | 8.67 | 208.5 | +2.81% | |
Capital One Financial | US14040H1059 | 6.47 | 135.84 | +0.14% | |
Meta Platforms | US30303M1027 | 6.17 | 467.27 | -1.49% | |
Wells Fargo&Co | US9497461015 | 5.87 | 59.35 | +1.01% | |
Amazon.com | US0231351067 | 4.54 | 179.24 | -1.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review