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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 1053 | 1217 | 1351 | 1885 | 2452 |
Fund Return | 12.03% | 5.31% | 21.71% | 10.56% | 13.52% | 9.38% |
Place in category | 988 | 892 | 547 | 82 | 160 | 271 |
% in Category | 82 | 76 | 46 | 10 | 20 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 15.54 | 8.74 | 11.06 | ||
Vanguard Equity-Income Adm | 53.58B | 14.36 | 8.97 | 10.25 | ||
Vanguard Windsor II Admiral | 50.39B | 15.09 | 8.23 | 10.72 | ||
American Funds American Mutual A | 41.79B | 15.73 | 8.94 | 9.91 | ||
Vanguard Value Index Adm | 38.22B | 17.14 | 9.57 | 10.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 3.97 | 21.65 | +0.42% | |
PayPal | US70450Y1038 | 3.62 | 80.08 | +3.52% | |
GSK plc DRC | US37733W2044 | 3.55 | 40.90 | +0.84% | |
Verizon | US92343V1044 | 3.50 | 44.62 | +0.16% | |
Kenvue Inc | - | 3.39 | - | - |
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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