Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1067 | 1266 | 1191 | 1555 | 2501 |
Fund Return | 7.96% | 6.72% | 26.56% | 6% | 9.23% | 9.6% |
Place in category | 9 | 8 | 24 | 17 | 30 | 22 |
% in Category | 12 | 8 | 25 | 23 | 36 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.89B | 8.70 | 2.80 | 9.60 | ||
Davis NY Venture Y | 1.81B | 8.76 | 3.05 | 9.87 | ||
Davis Global Y | 626.96M | 9.18 | -4.30 | 7.29 | ||
Davis Financial A | 450.57M | 7.88 | 5.75 | 9.37 | ||
Davis Opportunity A | 318.4M | 6.06 | 3.94 | 10.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.31B | 6.96 | 8.11 | 9.74 | ||
Fidelity Select Brokerage & Invmt | 839.97M | 3.26 | 8.64 | 11.29 | ||
T. Rowe Price Financial Services | 916.89M | 8.43 | 6.56 | 11.22 | ||
Vanguard Financials Index Adm | 742.61M | 6.37 | 5.16 | 10.45 | ||
Fidelity Select Financial Services | 693.37M | 6.04 | 5.63 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Capital One Financial | US14040H1059 | 10.79 | 141.82 | +0.55% | |
Wells Fargo&Co | US9497461015 | 8.41 | 61.12 | +0.10% | |
JPMorgan | US46625H1005 | 7.22 | 204.85 | +1.18% | |
Bank of NY Mellon | US0640581007 | 6.14 | 59.53 | +1.29% | |
Fifth Third | US3167731005 | 5.85 | 38.56 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review