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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1028 | 1315 | 1365 | 1784 | 3084 |
Fund Return | 13.85% | 2.79% | 31.54% | 10.92% | 12.28% | 11.92% |
Place in category | - | - | - | - | - | - |
% in Category | 66 | 46 | 36 | 5 | 22 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Comerica S P 500 Index CIT Inst | 1.03B | 20.91 | 9.02 | 12.97 | ||
Comerica MidCap 400 Inst Class | 445.59M | 12.77 | 5.24 | 12.26 | ||
Comerica MidCap 400 C | 445.59M | 12.71 | 5.17 | 9.78 | ||
Comerica SmallCap 600 Inst Class | 230.94M | 6.30 | 1.90 | 12.88 | ||
Comerica SmallCap 600 C | 230.94M | 6.24 | 1.83 | 8.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 41.93B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.97 | 467.70 | -0.09% | |
JPMorgan | US46625H1005 | 2.82 | 241.87 | +0.29% | |
Exxon Mobil | US30231G1022 | 2.45 | 120.56 | +0.07% | |
J&J | US4781601046 | 1.84 | 151.87 | -0.89% | |
Walmart | US9311421039 | 1.65 | 84.47 | -1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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