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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 994 | 1068 | 1082 | 1617 | 1973 | - |
| Fund Return | -0.64% | 6.79% | 8.17% | 17.38% | 14.56% | - |
| Place in category | 1146 | 763 | 1039 | 85 | 141 | - |
| % in Category | 100 | 63 | 93 | 10 | 15 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Oakmark Investor | 10.12B | 0.03 | 15.37 | 14.54 | ||
| Oakmark Institutional | 8.73B | 0.06 | 15.63 | - | ||
| Oakmark International Institutional | 5.51B | 2.47 | 10.86 | - | ||
| Oakmark Advisor | 3.98B | 0.05 | 15.59 | - | ||
| Oakmark International Investor | 3.98B | 2.43 | 10.58 | 8.05 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.08B | 1.76 | 17.41 | 13.85 | ||
| Dodge & Cox Stock | 69.31B | 1.51 | 13.33 | 13.77 | ||
| Vanguard Equity-Income Adm | 59.07B | 3.39 | 13.51 | 12.46 | ||
| Vanguard Windsor II Admiral | 52.98B | 2.76 | 16.52 | 13.62 | ||
| American Funds Washington Mutual R6 | 46.34B | 1.79 | 17.76 | 14.19 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| First Citizens BancShares Inc Class A | - | 6.99 | - | - | |
| Warner Bros. Discovery Inc Ordinary Shares - Class A | - | 6.20 | - | - | |
| Salesforce Inc | - | 5.89 | - | - | |
| IQVIA Holdings Inc | - | 5.81 | - | - | |
| Keurig Dr Pepper Inc | - | 5.68 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Neutral | Buy |
| Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
| Summary | Strong Sell | Sell | Strong Buy |
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