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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1164 | 1079 | 1311 | 1295 | 1923 | 2895 |
Fund Return | 16.41% | 7.86% | 31.09% | 9.01% | 13.97% | 11.22% |
Place in category | 1162 | 157 | 1043 | 962 | 767 | 648 |
% in Category | 78 | 14 | 70 | 73 | 64 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.91B | 17.62 | 7.09 | 9.96 | ||
Davis NY Venture Y | 1.87B | 17.85 | 7.36 | 10.24 | ||
Davis Global Y | 640.87M | 26.95 | 5.92 | 8.56 | ||
Davis Financial A | 516.85M | 25.46 | 8.70 | 10.11 | ||
Davis Financial Y | 530.01M | 25.69 | 8.94 | 10.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Capital One Financial | US14040H1059 | 5.93 | 192.01 | +0.38% | |
Quest Diagnostics | US74834L1008 | 5.77 | 162.66 | -0.40% | |
Viatris | US92556V1061 | 5.29 | 13.09 | -0.98% | |
Wells Fargo&Co | US9497461015 | 5.20 | 76.17 | -1.35% | |
Humana | US4448591028 | 4.99 | 296.38 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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