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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 991 | 1029 | 1143 | 1588 | 1510 | - |
| Fund Return | -0.92% | 2.91% | 14.34% | 16.66% | 8.59% | - |
| Place in category | 1129 | 595 | 1021 | 674 | 779 | - |
| % in Category | 100 | 56 | 91 | 66 | 79 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Oakmark Investor | 9.57B | -0.96 | 16.22 | 13.24 | ||
| Oakmark Institutional | 8.62B | -0.87 | 16.48 | - | ||
| Oakmark International Institutional | 4.95B | 1.36 | 11.45 | - | ||
| Oakmark Advisor | 3.88B | -0.90 | 16.44 | - | ||
| Oakmark Equity And Income Investor | 3.73B | 0.75 | 11.53 | 8.37 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 97.6B | 5.78 | 19.09 | 13.36 | ||
| Dodge & Cox Stock | 68.44B | 3.58 | 16.47 | 12.81 | ||
| Vanguard Equity-Income Adm | 61.24B | 8.99 | 18.51 | 12.05 | ||
| Vanguard Windsor II Admiral | 54.07B | 6.67 | 18.67 | 12.98 | ||
| American Funds Washington Mutual R6 | 48.96B | 5.91 | 19.45 | 13.70 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Salesforce Inc | - | 7.30 | 151.78 | -2.09% | |
| Keurig Dr Pepper | - | 6.69 | 30.76 | -0.42% | |
| First Citizens BancShares | - | 6.38 | 2,071.62 | -0.87% | |
| IQVIA Holdings | - | 5.29 | 167.77 | -1.70% | |
| ICE | - | 5.22 | 133.88 | -0.53% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | Sell | Strong Buy | Strong Buy |
| Summary | Sell | Strong Buy | Strong Buy |
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