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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1124 | 1035 | 1282 | 1308 | 1842 | 2460 |
Fund Return | 12.39% | 3.53% | 28.19% | 9.35% | 12.99% | 9.42% |
Place in category | 912 | 351 | 774 | 160 | 115 | 265 |
% in Category | 77 | 29 | 68 | 19 | 14 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 41.93B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 4.32 | 22.25 | -0.22% | |
Verizon | US92343V1044 | 3.70 | 40.87 | -0.66% | |
PayPal | US70450Y1038 | 3.68 | 85.79 | -1.74% | |
Kenvue | US49177J1025 | 3.51 | 23.61 | +2.03% | |
Sanofi ADR | US80105N1054 | 3.26 | 47.82 | -3.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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