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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1124 | 1247 | 1423 | 1953 | 2961 |
Fund Return | 6.65% | 12.37% | 24.69% | 12.47% | 14.33% | 11.47% |
Place in category | 63 | 93 | 28 | 74 | 23 | 10 |
% in Category | 6 | 8 | 3 | 8 | 3 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality VI | 3.14B | 17.95 | 10.18 | 14.37 | ||
GMO Quality III | 3.09B | 17.85 | 10.07 | 14.25 | ||
GMO Implementation | 2.31B | 4.07 | 6.10 | 3.18 | ||
GMO Quality IV | 1.41B | 17.92 | 10.12 | 14.31 | ||
GMO Benchmark-Free III | 1.02B | 5.81 | 5.97 | 3.65 |
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 | 42.31B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.41 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 4.88 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 3.68 | 197.12 | -0.64% | |
Intel | US4581401001 | 3.30 | 24.50 | +0.25% | |
Meta Platforms | US30303M1027 | 2.79 | 559.14 | -0.70% |
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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