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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1229 | 1088 | 1320 | 1341 | 1897 | 2863 |
Fund Return | 22.93% | 8.75% | 32.02% | 10.28% | 13.67% | 11.09% |
Place in category | 444 | 77 | 177 | 622 | 104 | 61 |
% in Category | 37 | 8 | 15 | 58 | 13 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.56B | 24.36 | 10.90 | 10.27 | ||
Davis NY Venture Y | 1.72B | 24.60 | 11.17 | 10.55 | ||
Davis Global Y | 578.73M | 29.38 | 8.47 | 8.63 | ||
Davis Financial Y | 495.78M | 38.29 | 14.98 | 11.11 | ||
Davis Financial A | 492.67M | 37.99 | 14.72 | 10.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 52.23B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 48.17B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.45B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 37.22B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Quest Diagnostics | US74834L1008 | 6.17 | 153.23 | -0.27% | |
Capital One Financial | US14040H1059 | 6.05 | 179.03 | -1.57% | |
Viatris | US92556V1061 | 5.44 | 11.93 | -0.63% | |
Teck Resources B | CA8787422044 | 4.81 | 41.19 | +0.05% | |
Owens Corning | US6907421019 | 4.14 | 169.69 | +0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Sell | Strong Sell | Sell |
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