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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1119 | 975 | 1119 | 1038 | 1419 | 2211 |
Fund Return | 11.86% | -2.48% | 11.86% | 1.26% | 7.25% | 8.26% |
Place in category | 855 | 864 | 855 | 1074 | 885 | 509 |
% in Category | 75 | 71 | 75 | 98 | 85 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Beacon Small Cp Val Inst | 1.86B | 7.41 | 4.95 | 7.71 | ||
US0245267903 | 1.47B | 15.24 | 7.41 | - | ||
American Beacon Lg Cap Value Inst | 1.1B | 15.19 | 7.37 | 9.07 | ||
American Beacon Lg Cap Value Inv | 499.02M | 14.85 | 7.04 | 8.71 | ||
American Beacon Small Cp Val Y | 410.56M | 7.35 | 4.88 | 7.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.8B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.17 | 232.47 | -0.14% | |
Air Products | US0091581068 | 4.90 | 333.15 | -0.75% | |
Berkshire Hathaway B | US0846707026 | 4.66 | 473.73 | +1.33% | |
Philip Morris | US7181721090 | 4.47 | 130.98 | +0.45% | |
BlackRock | US09290D1019 | 4.41 | 1,014.50 | -0.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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