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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1149 | 1017 | 1344 | 1296 | 2150 | - |
Fund Return | 14.92% | 1.7% | 34.39% | 9.04% | 16.54% | - |
Place in category | 608 | 886 | 127 | 211 | 4 | - |
% in Category | 51 | 74 | 14 | 23 | 1 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 10.08B | 14.70 | 8.79 | 11.89 | ||
Oakmark International Institutional | 8.08B | -1.64 | -1.09 | - | ||
Oakmark International Investor | 5.07B | -1.86 | -1.34 | 3.79 | ||
Oakmark Equity And Income Investor | 4.45B | 8.22 | 3.75 | 7.01 | ||
Oakmark Select Advisor | 3.54B | 10.36 | 6.72 | - |
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 | 41.45B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.13 | 167.63 | -4.74% | |
Fiserv | US3377381088 | 3.10 | 217.41 | -0.24% | |
Deere&Company | US2441991054 | 2.93 | 437.54 | +8.05% | |
Citigroup | US1729674242 | 2.89 | 68.95 | +0.98% | |
Charles Schwab | US8085131055 | 2.72 | 80.80 | +0.42% |
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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