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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 998 | 1090 | 1120 | 1486 | - |
Fund Return | 8.99% | -0.16% | 8.99% | 3.84% | 8.24% | - |
Place in category | 559 | 181 | 559 | 177 | 117 | - |
% in Category | 78 | 28 | 78 | 29 | 20 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 10.49B | 16.02 | 9.58 | 11.77 | ||
Oakmark Institutional | 8.13B | 16.28 | 9.82 | - | ||
Oakmark International Institutional | 5.6B | -4.37 | -1.24 | - | ||
Oakmark Equity And Income Investor | 4.32B | 8.72 | 3.57 | 6.88 | ||
Oakmark International Investor | 4.31B | -4.60 | -1.49 | 3.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.6B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.46B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Balanced K | 8.94B | 16.13 | 4.98 | 9.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.53 | 201.23 | -1.37% | |
AIG | US0268747849 | 2.12 | 73.10 | -0.77% | |
Amazon.com | US0231351067 | 2.06 | 237.42 | -0.11% | |
Charles Schwab | US8085131055 | 2.01 | 82.75 | +0.04% | |
Deere&Company | US2441991054 | 1.90 | 467.05 | -2.00% |
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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