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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1250 | 1065 | 1343 | 1360 | 1812 | 2816 |
Fund Return | 25% | 6.54% | 34.26% | 10.8% | 12.62% | 10.91% |
Place in category | 190 | 429 | 52 | 512 | 225 | 76 |
% in Category | 18 | 35 | 6 | 49 | 25 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Selected American Shares S | 440.79M | 24.62 | 10.45 | 10.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.7B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.36 | 604.60 | +0.79% | |
Berkshire Hathaway A | US0846701086 | 7.97 | 686,122 | +0.60% | |
Capital One Financial | US14040H1059 | 6.88 | 181.62 | +0.92% | |
Applied Materials | US0382221051 | 5.22 | 167.26 | -0.12% | |
Viatris | US92556V1061 | 4.09 | 12.38 | -0.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Strong Sell | Strong Sell |
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