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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1078 | 1082 | 1144 | 1387 | 1702 |
Fund Return | 1.03% | 7.78% | 8.22% | 4.59% | 6.76% | 5.46% |
Place in category | 15 | 438 | 34 | 17 | 20 | 23 |
% in Category | 6 | 94 | 11 | 5 | 7 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Weitz Value Investor | 572.14M | 11.42 | 4.10 | 9.59 | ||
Weitz Partners III Opportunity Inst | 437.9M | 14.29 | 1.32 | 5.55 | ||
Weitz Value Institutional | 397.49M | 11.56 | 4.26 | 9.80 | ||
Weitz Partners Value Institutional | 365.57M | 16.14 | 3.31 | 6.61 | ||
Weitz Partners Value Investor | 243.57M | 1.23 | 5.92 | 5.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.85B | 6.74 | 1.69 | 5.46 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.3B | 7.28 | 1.03 | 4.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.1B | 10.11 | 4.20 | 7.44 | ||
Vanguard Wellesley Income Inv | 8.75B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 6.01B | 7.59 | 2.14 | 4.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 2.85 | 476.57 | +0.96% | |
Microsoft | US5949181045 | 2.57 | 417.00 | +1.00% | |
Analog Devices | US0326541051 | 2.27 | 214.59 | +0.29% | |
Danaher | US2358511028 | 2.22 | 235.84 | +0.34% | |
Thermo Fisher Scientific | US8835561023 | 2.12 | 513.26 | -0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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