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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 987 | 1186 | 1436 | 2300 | 2950 |
Fund Return | 6.01% | -1.31% | 18.55% | 12.82% | 18.13% | 11.43% |
Place in category | 190 | 490 | 140 | 18 | 7 | 19 |
% in Category | 17 | 41 | 16 | 3 | 1 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dreyfus Strategic Value I | 5.74B | 5.99 | 12.77 | 11.39 | ||
Dreyfus Stock Index Fund Initial Cl | 3.2B | 1.38 | 12.23 | 12.68 | ||
Dreyfus International Stock I | 3.09B | 2.50 | 2.33 | 6.29 | ||
Dreyfus International Stock Y | 2.25B | 2.49 | 2.36 | 6.32 | ||
Dreyfus S&P 500 Index | 2.24B | 1.35 | 12.00 | 12.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.49B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 4.67 | 533.51 | +1.37% | |
JPMorgan | US46625H1005 | 3.68 | 245.61 | +1.14% | |
Cisco | US17275R1023 | 3.53 | 61.82 | +1.58% | |
UnitedHealth | US91324P1021 | 3.35 | 524.74 | +1.69% | |
Bank of America | US0605051046 | 3.21 | 41.80 | +1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Sell | BUY |
Summary | Neutral | Neutral | Buy |
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