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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1081 | 1302 | 1094 | 1597 | 2564 |
Fund Return | 8.76% | 8.05% | 30.22% | 3.05% | 9.81% | 9.87% |
Place in category | 108 | 42 | 46 | 1216 | 1033 | 728 |
% in Category | 6 | 4 | 4 | 93 | 86 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.8B | 8.70 | 2.80 | 9.60 | ||
Davis Global Y | 604.46M | 9.18 | -4.30 | 7.29 | ||
Davis Financial A | 441.42M | 7.88 | 5.75 | 9.37 | ||
Davis Financial Y | 430M | 7.96 | 6.00 | 9.60 | ||
Davis Opportunity A | 312.08M | 6.06 | 3.94 | 10.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.29 | 479.92 | +0.36% | |
Berkshire Hathaway A | US0846701086 | 8.51 | 610,512 | -0.87% | |
Wells Fargo&Co | US9497461015 | 7.78 | 59.48 | -1.21% | |
Capital One Financial | US14040H1059 | 6.88 | 136.57 | -0.76% | |
Amazon.com | US0231351067 | 6.49 | 182.15 | +0.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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