Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1078 | 1082 | 1144 | 1387 | 1702 |
Fund Return | 1.03% | 7.78% | 8.22% | 4.59% | 6.76% | 5.46% |
Place in category | 15 | 438 | 34 | 17 | 20 | 23 |
% in Category | 6 | 94 | 11 | 5 | 7 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Weitz Value Investor | 533.59M | 2.58 | 4.13 | 8.83 | ||
Weitz Partners III Opportunity Inst | 400.25M | 4.19 | -1.44 | 4.62 | ||
Weitz Value Institutional | 352.9M | 2.66 | 4.29 | - | ||
Weitz Partners Value Institutional | 324.02M | 3.99 | 1.13 | - | ||
Weitz Partners Value Investor | 223.96M | 1.23 | 5.92 | 5.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.51B | 1.90 | 1.03 | 5.15 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.08B | 2.51 | 0.30 | 4.61 | ||
Vanguard Tax-Managed Balanced Adm | 9.56B | 4.43 | 3.92 | 7.22 | ||
Vanguard Wellesley Income Inv | 8.85B | 1.90 | 0.97 | 5.08 | ||
BlackRock Multi-Asset Income Instl | 5.96B | 2.66 | 1.00 | 3.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 2.85 | 407.95 | +0.15% | |
Microsoft | US5949181045 | 2.57 | 446.34 | -0.45% | |
Analog Devices | US0326541051 | 2.27 | 235.38 | +1.29% | |
Danaher | US2358511028 | 2.22 | 257.51 | +1.33% | |
Thermo Fisher Scientific | US8835561023 | 2.12 | 569.18 | +0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review