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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1029 | 1202 | 1299 | 1802 | 2931 |
Fund Return | 5.44% | 2.93% | 20.24% | 9.11% | 12.5% | 11.35% |
Place in category | 82 | 732 | 373 | 372 | 197 | 59 |
% in Category | 5 | 60 | 33 | 36 | 22 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.72B | 6.34 | 10.28 | 10.83 | ||
Davis NY Venture Y | 1.8B | 6.38 | 10.56 | 11.10 | ||
Davis Global Y | 604.25M | 4.24 | 7.80 | 9.03 | ||
Davis Financial Y | 525.64M | 6.60 | 12.47 | 11.80 | ||
Davis Financial A | 524.98M | 6.56 | 12.22 | 11.55 |
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 | 42.1B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Quest Diagnostics | US74834L1008 | 6.17 | 166.93 | +1.05% | |
Capital One Financial | US14040H1059 | 6.05 | 199.28 | +0.25% | |
Viatris | US92556V1061 | 5.44 | 10.61 | -0.09% | |
Teck Resources B | CA8787422044 | 4.81 | 42.29 | -2.04% | |
Owens Corning | US6907421019 | 4.14 | 178.28 | -1.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Neutral |
Summary | Buy | Strong Sell | Neutral |
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