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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1070 | 1221 | 1331 | 1684 | 2442 |
Fund Return | 10.46% | 7.04% | 22.12% | 10.01% | 10.98% | 9.34% |
Place in category | 151 | 55 | 635 | 43 | 592 | 227 |
% in Category | 13 | 5 | 53 | 5 | 59 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Williston Basin/Mid-North America S | 76.28M | 11.38 | 15.01 | -1.60 | ||
Viking Tax-Free for Montana A | 50.92M | -2.13 | -2.16 | 1.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.34B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 7.23 | - | - | |
AbbVie Inc | - | 7.22 | - | - | |
NextEra Energy Inc | - | 4.67 | - | - | |
American Electric Power Co Inc | - | 3.95 | - | - | |
Morgan Stanley | - | 3.65 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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