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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1246 | 1067 | 1340 | 1374 | 1750 | 2726 |
Fund Return | 24.6% | 6.75% | 34.04% | 11.17% | 11.85% | 10.55% |
Place in category | 226 | 374 | 58 | 433 | 383 | 119 |
% in Category | 20 | 29 | 6 | 40 | 39 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.55B | 24.36 | 10.90 | 10.27 | ||
Davis Global Y | 584.1M | 29.38 | 8.47 | 8.63 | ||
Davis Financial Y | 493.62M | 38.29 | 14.98 | 11.11 | ||
Davis Financial A | 484.84M | 37.99 | 14.72 | 10.87 | ||
Davis Opportunity A | 300.95M | 22.93 | 10.28 | 11.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.64B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 8.91 | 617.89 | -1.95% | |
Berkshire Hathaway A | US0846701086 | 8.85 | 678,560 | +0.29% | |
Capital One Financial | US14040H1059 | 7.01 | 181.89 | -0.89% | |
Amazon.com | US0231351067 | 4.85 | 222.11 | -2.42% | |
Applied Materials | US0382221051 | 4.79 | 177.82 | +0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Sell | Strong Sell | Neutral |
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