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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1188 | 1049 | 1343 | 1278 | 1724 | 2588 |
Fund Return | 18.75% | 4.86% | 34.31% | 8.51% | 11.5% | 9.97% |
Place in category | 945 | 1112 | 730 | 1041 | 1057 | 814 |
% in Category | 63 | 78 | 50 | 79 | 89 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.68B | 19.04 | 8.79 | 10.28 | ||
Davis NY Venture Y | 1.77B | 19.22 | 9.06 | 10.56 | ||
Davis Global Y | 630.95M | 27.70 | 7.61 | 8.92 | ||
Davis Financial A | 464.78M | 22.46 | 9.76 | 10.21 | ||
Davis Financial Y | 455.34M | 22.67 | 10.02 | 10.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 22.06 | 11.90 | 13.37 | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 8.91 | 560.68 | -1.14% | |
Berkshire Hathaway A | US0846701086 | 8.85 | 664,750 | -1.95% | |
Capital One Financial | US14040H1059 | 7.01 | 161.28 | -1.60% | |
Amazon.com | US0231351067 | 4.85 | 195.78 | -1.09% | |
Applied Materials | US0382221051 | 4.79 | 181.82 | -0.85% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Sell |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Neutral |
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