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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1155 | 1076 | 1297 | 1254 | 1823 | 2608 |
Fund Return | 15.47% | 7.55% | 29.66% | 7.85% | 12.76% | 10.06% |
Place in category | 1225 | 197 | 1123 | 1132 | 936 | 808 |
% in Category | 84 | 17 | 76 | 86 | 77 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.68B | 19.04 | 8.79 | 10.28 | ||
Davis NY Venture Y | 1.77B | 19.22 | 9.06 | 10.56 | ||
Davis Global Y | 630.95M | 27.70 | 7.61 | 8.92 | ||
Davis Financial A | 464.78M | 22.46 | 9.76 | 10.21 | ||
Davis Financial Y | 455.34M | 22.67 | 10.02 | 10.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 22.06 | 11.90 | 13.37 | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Capital One Financial | US14040H1059 | 5.93 | 161.28 | -1.60% | |
Quest Diagnostics | US74834L1008 | 5.77 | 154.33 | -0.62% | |
Viatris | US92556V1061 | 5.29 | 11.45 | -1.46% | |
Wells Fargo&Co | US9497461015 | 5.20 | 63.70 | -1.52% | |
Humana | US4448591028 | 4.99 | 255.55 | -1.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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