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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1201 | 1048 | 1257 | 1509 | 2067 | 2144 |
Fund Return | 20.09% | 4.81% | 25.72% | 14.7% | 15.63% | 7.92% |
Place in category | 729 | 819 | 788 | 17 | 19 | 696 |
% in Category | 66 | 73 | 71 | 3 | 2 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rush A | US7818462092 | 5.96 | 60.13 | +0.05% | |
McKesson | US58155Q1031 | 5.41 | 592.57 | -0.44% | |
NMI Holdings | US6292093050 | 5.00 | 37.72 | +0.64% | |
Berkshire Hathaway B | US0846707026 | 4.67 | 467.95 | +1.11% | |
Newmont Goldcorp | US6516391066 | 4.34 | 41.67 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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