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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1063 | 1244 | 1351 | 1730 | 2866 |
Fund Return | 6.38% | 6.29% | 24.45% | 10.56% | 11.58% | 11.1% |
Place in category | 14 | 64 | 61 | 131 | 344 | 81 |
% in Category | 1 | 7 | 5 | 14 | 34 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.73B | 6.34 | 10.28 | 10.83 | ||
Davis Global Y | 604.25M | 4.24 | 7.80 | 9.03 | ||
Davis Financial Y | 530.22M | 6.60 | 12.47 | 11.80 | ||
Davis Financial A | 528.22M | 6.56 | 12.22 | 11.55 | ||
Davis Opportunity A | 312.88M | 5.44 | 9.11 | 11.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 41.95B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.20 | 719.80 | +0.33% | |
Berkshire Hathaway A | US0846701086 | 7.99 | 709,489 | +0.50% | |
Capital One Financial | US14040H1059 | 7.62 | 199.28 | +0.25% | |
Wells Fargo&Co | US9497461015 | 4.49 | 79.64 | +0.68% | |
Amazon.com | US0231351067 | 4.31 | 232.76 | -0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Sell |
Technical Indicators | BUY | Strong Sell | Neutral |
Summary | Neutral | Sell | Sell |
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