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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 931 | 1011 | 1203 | 2000 | 2653 |
Fund Return | -0.13% | -6.91% | 1.15% | 6.36% | 14.87% | 10.25% |
Place in category | 1155 | 1144 | 1136 | 927 | 180 | 111 |
% in Category | 100 | 99 | 100 | 86 | 20 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Smead Value A | 509.89M | -0.14 | 6.37 | 10.27 | ||
Smead Value I1 | 4.24B | -0.09 | 6.65 | 10.55 |
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 | 41.52B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Simon Property | US8288061091 | 6.41 | 163.48 | -1.10% | |
American Express | US0258161092 | 6.15 | 255.39 | -2.27% | |
Macerich | US5543821012 | 5.97 | 16.32 | +2.77% | |
Merck&Co | US58933Y1055 | 5.20 | 94.73 | -0.53% | |
DR Horton | US23331A1097 | 5.02 | 132.53 | -1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Sell |
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