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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1035 | 1088 | 1183 | 1523 | 1966 | 3098 |
| Fund Return | 3.47% | 8.81% | 18.26% | 15.05% | 14.47% | 11.97% |
| Place in category | 716 | 208 | 177 | 267 | 157 | 332 |
| % in Category | 62 | 21 | 17 | 27 | 16 | 43 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| LSV Value Equity | 986.75M | 14.26 | 21.06 | 11.53 | ||
| LSV Small Cap Value | 684.48M | 12.68 | 17.77 | 9.12 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 97.6B | 5.78 | 19.09 | 13.36 | ||
| Dodge & Cox Stock | 67.83B | 3.58 | 16.47 | 12.81 | ||
| Vanguard Equity-Income Adm | 60.41B | 8.99 | 18.51 | 12.05 | ||
| Vanguard Windsor II Admiral | 53.63B | 6.67 | 18.67 | 12.98 | ||
| American Funds Washington Mutual R6 | 48.96B | 5.91 | 19.45 | 13.70 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | - | 2.96 | - | - | |
| Alphabet Inc Class A | - | 2.81 | - | - | |
| Berkshire Hathaway Inc Class B | - | 2.38 | - | - | |
| Exxon Mobil Corp | - | 2.24 | - | - | |
| Wells Fargo & Co | - | 1.84 | - | - |
| 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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