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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 915 | 1038 | 1129 | 1280 | 1533 |
Fund Return | 3.8% | -8.51% | 3.8% | 4.13% | 5.06% | 4.37% |
Place in category | 214 | 277 | 214 | 126 | 133 | 109 |
% in Category | 59 | 78 | 59 | 37 | 43 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Dodge & Cox Balanced | 11.9B | 8.85 | 4.72 | 7.95 | ||
Dodge & Cox Global Stock | 9.98B | 5.10 | 5.99 | 7.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Series International VVV | 13.99B | 6.77 | 6.03 | 5.74 | ||
Vanguard International Value Inv | 12.06B | 1.04 | 1.21 | 4.61 | ||
Causeway International Value Instl | 11.38B | 3.70 | 7.18 | 5.54 | ||
DFA International Value I | 8.9B | 6.88 | 6.71 | 5.60 | ||
Templeton Foreign Adv | 507.2M | -2.26 | 4.35 | 3.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sanofi | FR0000120578 | 3.30 | 98.85 | +0.67% | |
Johnson Controls | IE00BY7QL619 | 3.16 | 81.14 | +0.85% | |
Novartis | CH0012005267 | 3.08 | 89.25 | -0.08% | |
BNP Paribas | FR0000131104 | 2.99 | 62.95 | +1.14% | |
Holcim | CH0012214059 | 2.95 | 87.44 | +0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Sell | Neutral |
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