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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1007 | 1094 | 1118 | 1511 | 1561 | - |
| Fund Return | 0.71% | 9.43% | 11.83% | 14.76% | 9.32% | - |
| Place in category | 1111 | 637 | 1022 | 713 | 766 | - |
| % in Category | 98 | 54 | 91 | 68 | 77 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Oakmark Investor | 9.29B | -0.08 | 13.81 | 13.62 | ||
| Oakmark Institutional | 8.26B | 0.03 | 14.07 | - | ||
| Oakmark International Institutional | 4.68B | 1.05 | 9.12 | - | ||
| Oakmark Advisor | 3.73B | 0.00 | 14.03 | - | ||
| Oakmark Equity And Income Investor | 3.64B | 0.93 | 9.55 | 8.58 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 97.8B | 7.31 | 17.67 | 13.36 | ||
| Dodge & Cox Stock | 68.44B | 3.80 | 13.99 | 13.14 | ||
| Vanguard Equity-Income Adm | 61.24B | 8.18 | 15.97 | 11.78 | ||
| Vanguard Windsor II Admiral | 54.07B | 6.70 | 16.48 | 13.08 | ||
| American Funds Washington Mutual R6 | 49.26B | 7.46 | 18.01 | 13.70 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Salesforce Inc | - | 7.30 | 163.32 | +0.50% | |
| Keurig Dr Pepper | - | 6.69 | 31.67 | +3.09% | |
| First Citizens BancShares | - | 6.38 | 2,092.59 | +0.46% | |
| IQVIA Holdings | - | 5.29 | 207.85 | -0.54% | |
| ICE | - | 5.22 | 135.26 | +0.11% |
| 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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