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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 973 | 1290 | 1256 | 1931 | 3012 |
Fund Return | 8.36% | -2.65% | 29.01% | 7.89% | 14.07% | 11.66% |
Place in category | 1109 | 1157 | 671 | 469 | 49 | 12 |
% in Category | 94 | 99 | 60 | 44 | 6 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Smead Value A | 6.29B | 8.13 | 7.60 | 11.38 | ||
Smead Value Investor | 6.29B | 8.10 | 7.58 | 11.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 54.18B | 15.13 | 8.72 | 10.28 | ||
Vanguard Windsor II Admiral | 50.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.25B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.71B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lennar | US5260571048 | 6.81 | 169.80 | +2.09% | |
DR Horton | US23331A1097 | 6.54 | 163.74 | +1.62% | |
Simon Property | US8288061091 | 6.03 | 178.31 | -0.48% | |
American Express | US0258161092 | 6.02 | 288.30 | +0.23% | |
Merck&Co | US58933Y1055 | 5.23 | 98.36 | -0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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