Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1128 | 1078 | 1388 | 1201 | 1749 | 2562 |
Fund Return | 12.75% | 7.82% | 38.85% | 6.3% | 11.82% | 9.87% |
Place in category | 8 | 10 | 16 | 17 | 24 | 21 |
% in Category | 12 | 10 | 17 | 23 | 27 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.78B | 12.84 | 3.76 | 9.73 | ||
Davis NY Venture Y | 1.78B | 12.95 | 4.02 | 10.01 | ||
Davis Global Y | 595.26M | 13.53 | -2.52 | 7.22 | ||
Davis Financial A | 435.68M | 12.65 | 6.06 | 9.63 | ||
Davis Opportunity A | 306.87M | 9.55 | 4.12 | 10.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.26B | 7.02 | 4.16 | 9.67 | ||
Fidelity Select Brokerage & Invmt | 839.97M | 8.08 | 9.24 | 11.78 | ||
T. Rowe Price Financial Services | 897.13M | 12.67 | 6.73 | 11.52 | ||
Vanguard Financials Index Adm | 756.44M | 9.93 | 4.90 | 10.67 | ||
Fidelity Select Financial Services | 693.37M | 9.68 | 5.68 | 10.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Capital One Financial Corp | - | 11.20 | - | - | |
Wells Fargo & Co | - | 8.99 | - | - | |
JPMorgan Chase & Co | - | 7.72 | - | - | |
Bank of New York Mellon Corp | - | 6.12 | - | - | |
Fifth Third Bancorp | - | 5.78 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | 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