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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1019 | 1325 | 1215 | 1974 | - |
Fund Return | 10.36% | 1.93% | 32.55% | 6.72% | 14.57% | - |
Place in category | 1055 | 816 | 281 | 741 | 25 | - |
% in Category | 90 | 68 | 25 | 67 | 3 | - |
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 Institutional | 7.36B | 14.92 | 9.04 | - | ||
Oakmark International Investor | 5.07B | -1.86 | -1.34 | 3.79 | ||
Oakmark Equity And Income Investor | 4.45B | 8.22 | 3.75 | 7.01 |
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 | 42.31B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CBRE A | US12504L1098 | 7.62 | 135.43 | +2.87% | |
Alphabet A | US02079K3059 | 7.35 | 164.76 | -1.71% | |
First Citizens BancShares | US31946M1036 | 7.03 | 2,353.08 | +1.24% | |
IQVIA Holdings | US46266C1053 | 6.83 | 201.82 | +2.14% | |
Deere&Company | US2441991054 | 6.52 | 446.65 | +2.08% |
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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