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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 999 | 1147 | 1389 | 1916 | 2748 |
Fund Return | 5.72% | -0.09% | 14.73% | 11.59% | 13.89% | 10.64% |
Place in category | 245 | 213 | 689 | 74 | 350 | 66 |
% in Category | 20 | 20 | 58 | 9 | 35 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Selected American Shares S | 369.16M | 5.66 | 11.23 | 10.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 37.43B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.09 | 522.87 | +3.59% | |
Capital One Financial | US14040H1059 | 8.47 | 156.28 | +3.79% | |
Berkshire Hathaway A | US0846701086 | 8.10 | 735,061 | -1.01% | |
Applied Materials | US0382221051 | 4.82 | 134.02 | +5.57% | |
Viatris | US92556V1061 | 4.61 | 7.62 | -0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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