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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 1020 | 1095 | 970 | 1379 | 1805 |
Fund Return | -0.37% | 2.01% | 9.53% | -1.01% | 6.63% | 6.08% |
Place in category | 147 | 141 | 93 | 142 | 90 | 45 |
% in Category | 94 | 91 | 60 | 99 | 67 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.5B | 5.39 | 9.60 | 11.69 | ||
Oakmark International Institutional | 8.65B | -2.73 | -1.50 | - | ||
Oakmark Institutional | 6.65B | 5.48 | 9.86 | - | ||
Oakmark International Investor | 5.31B | -2.83 | -1.74 | 2.87 | ||
Oakmark Equity And Income Investor | 4.37B | 1.26 | 3.04 | 6.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.36B | 3.22 | 6.56 | 8.04 | ||
Franklin Mutual Global Discovery A | 5.41B | 2.50 | 7.32 | 6.00 | ||
Franklin Mutual Global Discovery Z | 3.27B | 2.59 | 7.60 | 6.28 | ||
Franklin Mutual Beacon Z | 2.16B | 3.85 | 3.15 | 6.92 | ||
SEI Global Managed Volatility A (SI | 2.04B | 4.35 | 6.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet Inc Class A | - | 6.05 | - | - | |
CNH Industrial NV | NL0010545661 | 5.61 | 10.51 | -1.13% | |
Lloyds Banking | GB0008706128 | 5.59 | 54.74 | -1.51% | |
Fiserv Inc | - | 5.32 | - | - | |
Capital One Financial Corp | - | 5.10 | - | - |
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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