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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 950 | 904 | 1074 | 1416 | 2299 | - |
Fund Return | -4.95% | -9.56% | 7.41% | 12.3% | 18.12% | - |
Place in category | 1066 | 1110 | 573 | 26 | 18 | - |
% in Category | 91 | 95 | 53 | 3 | 3 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.48B | -3.25 | 12.82 | 11.27 | ||
Oakmark Institutional | 7.32B | -3.18 | 13.07 | - | ||
Oakmark International Institutional | 5.1B | 11.35 | 7.69 | - | ||
Oakmark International Investor | 4.13B | 11.28 | 7.43 | 3.68 | ||
Oakmark Equity And Income Investor | 4B | -1.24 | 6.73 | 6.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 64.11B | -0.06 | 10.12 | 10.68 | ||
Vanguard Equity-Income Adm | 50.9B | -0.18 | 8.33 | 9.86 | ||
Vanguard Windsor II Admiral | 45.17B | -2.89 | 9.22 | 9.94 | ||
American Funds American Mutual A | 41.31B | 0.23 | 8.04 | 9.25 | ||
Vanguard Value Index Adm | 36.28B | -1.00 | 8.48 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IQVIA Holdings | US46266C1053 | 6.65 | 143.54 | +0.50% | |
Alphabet A | US02079K3059 | 6.28 | 166.54 | +0.21% | |
First Citizens BancShares | US31946M1036 | 6.06 | 1,937.79 | -0.81% | |
Deere&Company | US2441991054 | 5.66 | 529.83 | -0.31% | |
Phillips 66 | US7185461040 | 5.63 | 122.18 | -2.82% |
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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