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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1148 | 1058 | 1270 | 1121 | 1549 | 2335 |
Fund Return | 14.8% | 5.8% | 27.04% | 3.89% | 9.14% | 8.85% |
Place in category | 624 | 29 | 876 | 1011 | 816 | 420 |
% in Category | 53 | 3 | 75 | 94 | 80 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Beacon Small Cp Val Inst | 2.05B | 6.86 | 5.83 | 7.91 | ||
US0245267903 | 1.51B | 16.52 | 8.35 | - | ||
American Beacon Lg Cap Value Inst | 1.18B | 16.48 | 8.31 | 9.39 | ||
American Beacon Lg Cap Value Inv | 529.8M | 16.22 | 7.98 | 9.03 | ||
American Beacon The London Co Inc I | 441.53M | 14.84 | 3.96 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 54.18B | 15.13 | 8.72 | 10.28 | ||
Vanguard Windsor II Admiral | 50.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.25B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.71B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.28 | 225.12 | +0.40% | |
Berkshire Hathaway B | US0846707026 | 4.87 | 468.10 | +0.39% | |
Texas Instruments | US8825081040 | 4.60 | 205.72 | -3.32% | |
Philip Morris | US7181721090 | 4.39 | 125.24 | +0.82% | |
Progressive | US7433151039 | 4.34 | 261.37 | -0.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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