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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1130 | 1096 | 1256 | 898 | 1470 | 1811 |
Fund Return | 13.03% | 9.59% | 25.61% | -3.53% | 8.01% | 6.12% |
Place in category | 23 | 10 | 77 | 327 | 254 | 170 |
% in Category | 6 | 2 | 20 | 98 | 86 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.72B | 12.84 | 3.76 | 9.73 | ||
Davis NY Venture Y | 1.75B | 12.95 | 4.02 | 10.01 | ||
Davis Global Y | 584.38M | 13.53 | -2.52 | 7.22 | ||
Davis Financial A | 440.22M | 12.65 | 6.06 | 9.63 | ||
Davis Financial Y | 424.92M | 12.75 | 6.30 | 9.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.31B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.6B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth A | 8.13B | 7.71 | 3.26 | 3.51 | ||
Templeton Growth Adv | 188.23M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 53.72M | 7.62 | 3.00 | 3.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Danske Bank | DK0010274414 | 8.67 | 204.9 | -2.01% | |
Capital One Financial | US14040H1059 | 6.47 | 139.70 | +0.90% | |
Meta Platforms | US30303M1027 | 6.17 | 504.60 | +0.08% | |
Wells Fargo&Co | US9497461015 | 5.87 | 60.59 | +2.02% | |
Amazon.com | US0231351067 | 4.54 | 197.20 | +2.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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