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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1019 | 1146 | 1231 | 1687 | 2261 |
Fund Return | 6.08% | 1.89% | 14.6% | 7.19% | 11.03% | 8.5% |
Place in category | 4 | 10 | 39 | 98 | 30 | 34 |
% in Category | 1 | 2 | 8 | 16 | 9 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Dodge & Cox International Stock | 40.34B | 9.46 | 7.83 | 4.82 | ||
Dodge & Cox Global Stock | 10.64B | 7.37 | 8.51 | 8.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.67B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 54.92B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced K | 42.26B | 1.39 | 7.80 | 9.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 2.61 | 221.79 | +1.70% | |
Charles Schwab | US8085131055 | 2.21 | 79.96 | +2.00% | |
Wells Fargo&Co | US9497461015 | 1.89 | 74.28 | +2.43% | |
Rtx Corp | US75513E1010 | 1.57 | 134.69 | +1.75% | |
CVS Health Corp | US1266501006 | 1.50 | 67.57 | +0.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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