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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1230 | 1079 | 1312 | 1467 | 2191 | - |
Fund Return | 23.02% | 7.88% | 31.16% | 13.62% | 16.98% | - |
Place in category | 436 | 133 | 249 | 78 | 6 | - |
% in Category | 36 | 13 | 22 | 8 | 1 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 10.02B | 22.76 | 13.36 | 12.38 | ||
Oakmark International Institutional | 7.36B | -3.51 | 0.69 | - | ||
Oakmark International Investor | 4.68B | -3.73 | 0.45 | 3.25 | ||
Oakmark Equity And Income Investor | 4.33B | 13.21 | 6.35 | 7.31 | ||
Oakmark Select Advisor | 3.65B | 20.31 | 11.64 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.82B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.13 | 192.76 | -1.45% | |
Fiserv | US3377381088 | 3.10 | 207.95 | -1.11% | |
Deere&Company | US2441991054 | 2.93 | 430.06 | -0.87% | |
Citigroup | US1729674242 | 2.89 | 71.00 | -0.49% | |
Charles Schwab | US8085131055 | 2.72 | 74.74 | -0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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