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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1028 | 1239 | 1199 | 1999 | 2605 |
Fund Return | 7.94% | 2.75% | 23.86% | 6.24% | 14.86% | 10.05% |
Place in category | 602 | 951 | 457 | 568 | 51 | 93 |
% in Category | 47 | 75 | 39 | 51 | 6 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cambiar Opportunity Inv | 133M | 7.82 | 6.04 | 9.82 | ||
Cambiar International Equity Inv | 91.98M | 8.77 | -1.69 | 2.22 | ||
Cambiar Small Cap Instl | 67.48M | -3.57 | 4.13 | 5.19 | ||
Cambiar International Equity Instl | 50.69M | 8.81 | -1.60 | 2.34 | ||
Cambiar Small Cap Inv | 24.55M | -3.60 | 3.94 | 5.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 15.54 | 8.74 | 11.06 | ||
Vanguard Equity-Income Adm | 53.58B | 14.36 | 8.97 | 10.25 | ||
Vanguard Windsor II Admiral | 50.39B | 15.09 | 8.23 | 10.72 | ||
American Funds American Mutual A | 42.06B | 15.73 | 8.94 | 9.91 | ||
Vanguard Value Index Adm | 38.22B | 17.14 | 9.57 | 10.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cenovus Energy Inc | CA15135U1093 | 3.38 | 22.49 | +2.46% | |
Texas Instruments | US8825081040 | 3.26 | 209.14 | -0.06% | |
Chevron | US1667641005 | 3.24 | 145.49 | +2.46% | |
Goldman Sachs | US38141G1040 | 3.22 | 498.51 | +0.32% | |
Sempra Energy | US8168511090 | 3.21 | 83.25 | +1.60% |
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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