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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1109 | 1063 | 1175 | 1250 | 1747 | 2208 |
Fund Return | 10.91% | 6.34% | 17.49% | 7.73% | 11.81% | 8.24% |
Place in category | 1073 | 626 | 984 | 638 | 499 | 584 |
% in Category | 90 | 54 | 85 | 56 | 49 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 19.77B | 19.82 | 5.72 | 15.80 | ||
American Century Growth Inv | 9.89B | 17.58 | 6.52 | 14.51 | ||
American Century Select Inv | 4.71B | 18.32 | 6.80 | 14.64 | ||
American Century Heritage Inv | 3.85B | 13.80 | -1.19 | 10.15 | ||
American Century Mid Cap Value R6 | 3.32B | 11.10 | 6.95 | 8.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.99B | 15.54 | 8.74 | 11.06 | ||
Vanguard Equity-Income Adm | 52.59B | 14.36 | 8.97 | 10.25 | ||
Vanguard Windsor II Admiral | 49.94B | 15.09 | 8.23 | 10.72 | ||
American Funds American Mutual A | 41.31B | 15.73 | 8.94 | 9.91 | ||
Vanguard Value Index Adm | 37.31B | 17.14 | 9.57 | 10.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway A | US0846701086 | 3.68 | 689,287 | -0.99% | |
Medtronic | IE00BTN1Y115 | 3.05 | 89.89 | +0.56% | |
J&J | US4781601046 | 3.04 | 164.38 | -0.37% | |
Exxon Mobil | US30231G1022 | 2.85 | 112.64 | -0.47% | |
JPMorgan | US46625H1005 | 2.82 | 212.46 | -2.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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