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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1022 | 1224 | 1163 | 1433 | 1559 |
Fund Return | 8.75% | 2.18% | 22.39% | 5.16% | 7.46% | 4.54% |
Place in category | 130 | 22 | 113 | 132 | 94 | 85 |
% in Category | 33 | 6 | 37 | 41 | 32 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Dodge & Cox Balanced | 12.29B | 10.28 | 5.47 | 8.27 | ||
Dodge & Cox Global Stock | 10.64B | 9.85 | 7.12 | 8.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Series International VVV | 14.98B | 10.37 | 7.59 | 5.74 | ||
Vanguard International Value Inv | 12.95B | 4.98 | 2.27 | 4.43 | ||
Causeway International Value Instl | 10.36B | 6.85 | 8.13 | 5.56 | ||
DFA International Value I | 8.88B | 9.09 | 7.07 | 5.42 | ||
Oakmark International Institutional | 8.08B | -1.64 | -1.09 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sanofi | FR0000120578 | 3.30 | 90.42 | -0.42% | |
Johnson Controls | IE00BY7QL619 | 3.16 | 82.98 | -0.66% | |
Novartis | CH0012005267 | 3.08 | 91.02 | +0.03% | |
BNP Paribas | FR0000131104 | 2.99 | 58.20 | -0.50% | |
Holcim | CH0012214059 | 2.95 | 89.90 | -0.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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