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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 995 | 1084 | 1234 | 1882 | 2982 |
Fund Return | 2.61% | -0.49% | 8.35% | 7.26% | 13.49% | 11.54% |
Place in category | 1078 | 1147 | 1137 | 738 | 88 | 45 |
% in Category | 87 | 97 | 98 | 69 | 11 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Smead Value A | 5.78B | 2.57 | 6.98 | 11.27 | ||
Smead Value Investor | 5.78B | 2.58 | 6.96 | 11.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 41.95B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Simon Property | US8288061091 | 6.52 | 179.94 | -0.13% | |
American Express | US0258161092 | 5.90 | 316.77 | -1.06% | |
Macerich | US5543821012 | 5.87 | 20.84 | +0.87% | |
Lennar | US5260571048 | 5.25 | 121.94 | -4.17% | |
DR Horton | US23331A1097 | 5.08 | 129.00 | -5.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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