Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 976 | 1088 | 1148 | 1477 | 2149 |
Fund Return | 8.85% | -2.4% | 8.85% | 4.72% | 8.12% | 7.95% |
Place in category | 569 | 648 | 569 | 83 | 131 | 81 |
% in Category | 79 | 87 | 79 | 15 | 23 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Dodge & Cox International Stock | 37.32B | 3.80 | 4.13 | 4.37 | ||
Dodge & Cox Global Stock | 9.98B | 5.10 | 5.99 | 7.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.08B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.15B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced A | 42.26B | 15.67 | 4.56 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 2.67 | 212.51 | +0.37% | |
Charles Schwab | US8085131055 | 1.91 | 82.06 | +0.44% | |
Rtx Corp | US75513E1010 | 1.57 | 125.13 | -2.51% | |
Wells Fargo&Co | US9497461015 | 1.54 | 78.37 | +0.63% | |
CVS Health Corp | US1266501006 | 1.51 | 56.90 | -0.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | BUY |
Summary | Buy | Neutral | Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review