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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1197 | 1040 | 1278 | 1257 | 1657 | 2697 |
Fund Return | 19.74% | 3.98% | 27.8% | 7.91% | 10.63% | 10.43% |
Place in category | 773 | 967 | 590 | 944 | 653 | 131 |
% in Category | 69 | 85 | 52 | 87 | 65 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap I | 5.81B | 19.59 | 7.78 | 10.30 | ||
Diamond Hill Long-Short I | 1.54B | 10.51 | 5.79 | 6.11 | ||
Diamond Hill Small-Mid Cap Y | 650.15M | 15.42 | 5.61 | 8.30 | ||
Diamond Hill Small-Mid Cap I | 550.64M | 15.31 | 5.49 | 8.17 | ||
Diamond Hill Select I | 473.36M | 20.05 | 11.50 | 11.64 |
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 | 40.7B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AIG | US0268747849 | 4.64 | 72.89 | +0.59% | |
ConocoPhillips | US20825C1045 | 3.97 | 97.11 | +0.75% | |
Abbott Labs | US0028241000 | 3.76 | 114.72 | +0.36% | |
Bank of America | US0605051046 | 3.45 | 44.41 | +1.18% | |
Berkshire Hathaway B | US0846707026 | 3.20 | 458.77 | +0.97% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Sell | Strong Sell | Buy |
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