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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1294 | 1118 | 1363 | 1276 | 1579 | 2289 |
Fund Return | 29.38% | 11.8% | 36.33% | 8.47% | 9.56% | 8.63% |
Place in category | 3 | 1 | 3 | 65 | 171 | 81 |
% in Category | 2 | 1 | 2 | 25 | 61 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.59B | 24.36 | 10.90 | 10.27 | ||
Davis NY Venture Y | 1.73B | 24.60 | 11.17 | 10.55 | ||
Davis Financial Y | 495.56M | 38.29 | 14.98 | 11.11 | ||
Davis Financial A | 492.51M | 37.99 | 14.72 | 10.87 | ||
Davis Opportunity A | 302.33M | 22.93 | 10.28 | 11.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.92B | 16.04 | 6.68 | 8.07 | ||
American Funds Capital World Gr R6 | 36.33B | 16.38 | 7.03 | 8.43 | ||
American Funds Capital World Gr I | 15.67B | 16.28 | 6.92 | 8.32 | ||
DFA Global Equity I | 9.32B | 20.71 | 9.13 | 9.95 | ||
Templeton Growth Adv | 188.21M | 9.93 | 7.33 | 4.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Capital One Financial | US14040H1059 | 6.24 | 181.89 | -0.89% | |
Meta Platforms | US30303M1027 | 5.93 | 617.89 | -1.95% | |
Meituan | KYG596691041 | 5.21 | 148.70 | -1.33% | |
Ping An Insurance | CNE1000003X6 | 5.05 | 43.25 | -1.48% | |
Prosus | NL0013654783 | 4.72 | 34.72 | -2.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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