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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1072 | 1263 | 1123 | 1708 | 2635 |
Fund Return | 6.06% | 7.24% | 26.3% | 3.94% | 11.3% | 10.17% |
Place in category | 574 | 70 | 153 | 1166 | 806 | 672 |
% in Category | 34 | 5 | 10 | 88 | 67 | 76 |
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 Financial Y | 439.41M | 7.96 | 6.00 | 9.60 |
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 % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 6.55 | 61.12 | +0.10% | |
Quest Diagnostics | US74834L1008 | 6.04 | 144.33 | +1.33% | |
Capital One Financial | US14040H1059 | 5.84 | 141.82 | +0.55% | |
Viatris | US92556V1061 | 5.60 | 10.98 | -0.36% | |
Cigna | US1255231003 | 4.55 | 338.65 | -0.18% |
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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