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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1127 | 1044 | 1345 | 1109 | 1776 | 2462 |
Fund Return | 12.7% | 4.42% | 34.55% | 3.51% | 12.18% | 9.43% |
Place in category | 255 | 279 | 68 | 1231 | 1006 | 795 |
% in Category | 16 | 17 | 5 | 95 | 83 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.72B | 12.84 | 3.76 | 9.73 | ||
Davis NY Venture Y | 1.75B | 12.95 | 4.02 | 10.01 | ||
Davis Global Y | 584.38M | 13.53 | -2.52 | 7.22 | ||
Davis Financial A | 440.22M | 12.65 | 6.06 | 9.63 | ||
Davis Financial Y | 424.92M | 12.75 | 6.30 | 9.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 561.29B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.29 | 504.60 | +0.08% | |
Berkshire Hathaway A | US0846701086 | 8.51 | 610,460 | -0.29% | |
Wells Fargo&Co | US9497461015 | 7.78 | 60.59 | +2.02% | |
Capital One Financial | US14040H1059 | 6.88 | 139.70 | +0.90% | |
Amazon.com | US0231351067 | 6.49 | 197.20 | +2.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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