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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1137 | 1008 | 1288 | 1228 | 1579 | 2229 |
Fund Return | 13.69% | 0.84% | 28.81% | 7.08% | 9.57% | 8.35% |
Place in category | 800 | 1029 | 697 | 665 | 770 | 561 |
% in Category | 68 | 86 | 62 | 60 | 77 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SA US Core Market | 718.09M | 19.82 | 8.26 | 12.16 | ||
SA International Value | 537.78M | 8.11 | 6.25 | 4.73 | ||
SA US Small Company | 349.12M | 10.00 | 4.23 | 8.30 | ||
SA International Small Company | 247.2M | -0.65 | 0.89 | 3.59 | ||
SA Emerging Markets Value | 200.49M | 0.51 | 2.46 | 2.71 |
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 % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.40 | 249.97 | -0.13% | |
Exxon Mobil | US30231G1022 | 4.39 | 117.97 | -1.67% | |
Berkshire Hathaway B | US0846707026 | 2.70 | 478.56 | +0.24% | |
Comcast | US20030N1019 | 2.00 | 42.64 | -1.30% | |
Chevron | US1667641005 | 2.00 | 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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