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Last week, with this “stylebox” update, the longer-term returns on the S&P 500, NASDAQ Composite and Nasdaq 100 are really nothing to write home about, given the risk of...
It’s a crude summary using an Excel spreadsheet, but this blog has been tracking the annual returns of the international funds and ETFs as the asset class looked more and more...
Clients top 12 Holdings (listed 1 -12), spread across separate accounts, custodied at Schwab, as of 8.31.24 (YTD returns as of 8/31/24): JP Morgan Income Fund (JPMIX), YTD return...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 954 | 915 | 954 | 956 | 1094 | 1401 |
Fund Return | -4.6% | -8.48% | -4.6% | -1.49% | 1.81% | 3.43% |
Place in category | 364 | 274 | 364 | 336 | 300 | 182 |
% in Category | 99 | 77 | 99 | 98 | 95 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 10.02B | 16.02 | 9.58 | 11.77 | ||
Oakmark Institutional | 7.74B | 16.28 | 9.82 | - | ||
Oakmark International Institutional | 6.53B | -4.37 | -1.24 | - | ||
Oakmark Equity And Income Investor | 4.24B | 8.72 | 3.57 | 6.88 | ||
Oakmark Select Advisor | 3.8B | 14.29 | 8.18 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.19B | 3.80 | 4.13 | 4.37 | ||
Fidelity Series International VVV | 13.99B | 6.77 | 6.03 | 5.74 | ||
Vanguard International Value Inv | 12.66B | 1.04 | 1.21 | 4.61 | ||
Causeway International Value Instl | 10.08B | 3.70 | 7.18 | 5.54 | ||
DFA International Value I | 8.65B | 6.88 | 6.71 | 5.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bayer | DE000BAY0017 | 3.75 | 19.98 | +1.11% | |
CNH Industrial NV | NL0010545661 | 3.63 | 11.32 | +0.62% | |
BNP Paribas | FR0000131104 | 3.38 | 59.35 | -1.00% | |
Continental AG | DE0005439004 | 3.04 | 64.24 | +0.82% | |
Kering | FR0000121485 | 2.88 | 227.80 | -0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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