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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 974 | 980 | 1173 | 1607 | 1532 | - |
| Fund Return | -2.59% | -1.97% | 17.25% | 17.14% | 8.91% | - |
| Place in category | 1137 | 1134 | 1025 | 317 | 766 | - |
| % in Category | 100 | 100 | 91 | 32 | 77 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Oakmark Investor | 9.57B | 0.02 | 16.38 | 13.58 | ||
| Oakmark Institutional | 8.62B | 0.10 | 16.65 | - | ||
| Oakmark International Institutional | 4.95B | -1.11 | 8.81 | - | ||
| Oakmark Advisor | 3.88B | 0.08 | 16.61 | - | ||
| Oakmark Equity And Income Investor | 3.73B | 0.46 | 11.04 | 8.34 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.34B | 3.78 | 18.06 | 13.24 | ||
| Dodge & Cox Stock | 69.01B | 3.58 | 15.55 | 13.07 | ||
| Vanguard Equity-Income Adm | 60.77B | 7.90 | 16.32 | 12.08 | ||
| Vanguard Windsor II Admiral | 53.44B | 5.25 | 17.60 | 12.96 | ||
| American Funds Washington Mutual R6 | 47.91B | 3.89 | 18.41 | 13.58 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Salesforce Inc | - | 7.30 | 180.07 | +2.13% | |
| Keurig Dr Pepper | - | 6.69 | 29.12 | +1.18% | |
| First Citizens BancShares | - | 6.38 | 1,991.55 | +0.10% | |
| IQVIA Holdings | - | 5.29 | 167.90 | -0.07% | |
| ICE | - | 5.22 | 152.97 | +0.98% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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