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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 | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 41.91B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rush A | US7818462092 | 5.96 | 58.00 | +0.31% | |
McKesson | US58155Q1031 | 5.41 | 620.85 | -0.44% | |
NMI Holdings | US6292093050 | 5.00 | 35.80 | +0.65% | |
Berkshire Hathaway B | US0846707026 | 4.67 | 502.41 | +1.68% | |
Newmont Goldcorp | US6516391066 | 4.34 | 42.12 | -3.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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