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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1008 | 1127 | 1221 | 1678 | 2339 |
Fund Return | 5.4% | 0.84% | 12.66% | 6.89% | 10.91% | 8.87% |
Place in category | 20 | 139 | 111 | 62 | 21 | 12 |
% in Category | 13 | 84 | 69 | 50 | 21 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Dodge & Cox International Stock | 37.32B | 4.73 | 4.71 | 4.93 | ||
Dodge & Cox Balanced | 11.9B | 4.07 | 5.91 | 8.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Mutual Global Discovery A | 5.13B | 4.90 | 7.10 | 6.66 | ||
Franklin Mutual Global Discovery Z | 3.15B | 4.91 | 7.36 | 6.93 | ||
Franklin Mutual Beacon Z | 2.13B | 4.67 | 5.01 | 7.52 | ||
SEI Global Managed Volatility A (SI | 1.86B | 3.25 | 8.34 | - | ||
Artisan Global Value Institutional | 1.8B | 7.63 | 9.37 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 3.18 | 83.64 | +2.16% | |
Alphabet C | US02079K1079 | 2.90 | 193.31 | +0.01% | |
Sanofi | FR0000120578 | 2.67 | 103.72 | +0.12% | |
Charter Communications | US16119P1084 | 2.60 | 353.31 | +2.39% | |
Fiserv | US3377381088 | 2.52 | 231.24 | +0.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Buy | Strong Sell | Strong Sell |
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