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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 943 | 1048 | 1190 | 1725 | 2717 |
Fund Return | 4.78% | -5.67% | 4.78% | 5.97% | 11.51% | 10.51% |
Place in category | 1144 | 1166 | 1144 | 607 | 120 | 57 |
% in Category | 98 | 99 | 98 | 56 | 15 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Smead Value A | 575.06M | 4.83 | 5.99 | 10.53 | ||
Smead Value I1 | 4.76B | 5.09 | 6.26 | 10.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Simon Property | US8288061091 | 6.47 | 175.43 | +0.74% | |
Lennar | US5260571048 | 6.25 | 134.36 | -5.07% | |
Macerich | US5543821012 | 5.83 | 19.93 | +0.64% | |
DR Horton | US23331A1097 | 5.71 | 146.21 | -0.98% | |
American Express | US0258161092 | 5.65 | 317.82 | +1.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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