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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 951 | 905 | 1075 | 1420 | 2310 | - |
Fund Return | -4.92% | -9.53% | 7.53% | 12.41% | 18.23% | - |
Place in category | 1061 | 1107 | 552 | 22 | 15 | - |
% in Category | 90 | 95 | 52 | 3 | 2 | - |
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 | 40.71B | 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 | 137.00 | -0.75% | |
Alphabet A | US02079K3059 | 6.28 | 168.47 | -1.40% | |
First Citizens BancShares | US31946M1036 | 6.06 | 1,822.27 | -1.02% | |
Deere&Company | US2441991054 | 5.66 | 510.06 | -1.08% | |
Phillips 66 | US7185461040 | 5.63 | 113.13 | +0.13% |
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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