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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1131 | 1080 | 1246 | 1226 | 1538 | 2004 |
Fund Return | 13.14% | 7.97% | 24.64% | 7.03% | 8.99% | 7.2% |
Place in category | 985 | 607 | 869 | 963 | 885 | 756 |
% in Category | 83 | 53 | 75 | 90 | 85 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US7439696516 | 3.01B | 11.06 | -6.92 | 9.23 | ||
US7439696771 | 127.56M | 10.85 | -7.10 | 8.99 | ||
Prudential Jennison Value Class Z | 29.63M | 19.89 | 11.04 | 8.52 | ||
Prudential QMA Intl Equity Z | 15.42M | 17.92 | 5.70 | 4.82 | ||
Prudential QMA Strategic Value C | 2.36M | 12.35 | 5.96 | 6.21 |
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 | 42.64B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 2.97 | 478.56 | +0.24% | |
JPMorgan | US46625H1005 | 2.87 | 249.97 | -0.13% | |
Exxon Mobil | US30231G1022 | 2.35 | 117.97 | -1.67% | |
UnitedHealth | US91324P1021 | 1.49 | 606.79 | +0.16% | |
Chevron | US1667641005 | 1.27 | 162.53 | +1.35% |
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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