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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1061 | 1055 | 1235 | 2345 | 2257 |
Fund Return | 6.13% | 6.13% | 5.53% | 7.3% | 18.58% | 8.48% |
Place in category | 58 | 58 | 116 | 79 | 9 | 18 |
% in Category | 36 | 36 | 71 | 57 | 8 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 3.54 | 8.56 | 11.37 | ||
Dodge & Cox International Stock | 40.34B | 9.68 | 7.60 | 4.90 | ||
Dodge & Cox Balanced | 12.46B | 4.82 | 6.62 | 8.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Mutual Global Discovery A | 4.83B | 8.53 | 9.55 | 6.54 | ||
Franklin Mutual Global Discovery Z | 2.98B | 8.57 | 9.81 | 6.81 | ||
Franklin Mutual Beacon Z | 1.99B | 6.19 | 7.01 | 7.12 | ||
SEI Global Managed Volatility A (SI | 1.97B | 6.51 | 8.98 | - | ||
Artisan Global Value Institutional | 1.92B | 9.08 | 10.82 | 8.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 3.18 | 73.85 | -1.86% | |
Alphabet C | US02079K1079 | 2.90 | 155.37 | -3.53% | |
Sanofi | FR0000120578 | 2.67 | 88.80 | -0.28% | |
Charter Communications | US16119P1084 | 2.60 | 335.47 | -3.32% | |
Fiserv | US3377381088 | 2.52 | 204.38 | -2.85% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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