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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1044 | 1107 | 1088 | 1517 | 1794 |
Fund Return | 4.35% | 4.35% | 10.68% | 2.87% | 8.69% | 6.02% |
Place in category | 138 | 138 | 138 | 141 | 68 | 64 |
% in Category | 84 | 84 | 87 | 94 | 54 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.5B | 10.27 | 13.26 | 12.16 | ||
Oakmark International Institutional | 8.65B | 0.15 | 0.34 | - | ||
Oakmark Institutional | 6.65B | 10.34 | 13.51 | - | ||
Oakmark International Investor | 5.31B | 0.11 | 0.12 | 3.27 | ||
Oakmark Equity And Income Investor | 4.37B | 4.92 | 5.73 | 7.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.63B | 5.70 | 9.02 | 8.38 | ||
Franklin Mutual Global Discovery A | 5.33B | 6.44 | 9.68 | 6.48 | ||
Franklin Mutual Global Discovery Z | 3.21B | 6.52 | 9.96 | 6.76 | ||
Franklin Mutual Beacon Z | 2.12B | 7.50 | 5.75 | 7.43 | ||
SEI Global Managed Volatility A (SI | 2.01B | 7.41 | 8.13 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lloyds Banking | GB0008706128 | 4.51 | 52.34 | +0.27% | |
Mercedes Benz Group | DE0007100000 | 4.13 | 71.030 | +0.13% | |
CNH Industrial NV | NL0010545661 | 3.86 | 11.26 | -0.66% | |
Alphabet Inc Class A | - | 3.30 | - | - | |
General Motors Co | - | 3.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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