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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 1056 | 1086 | 1370 | 1889 | 1835 |
Fund Return | -0.47% | 5.6% | 8.57% | 11.05% | 13.57% | 6.26% |
Place in category | 1184 | 1077 | 1171 | 221 | 112 | 790 |
% in Category | 100 | 91 | 100 | 24 | 15 | 99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 16.29 | 10.29 | 11.26 | ||
Vanguard Equity-Income Adm | 54.18B | 16.01 | 10.77 | 10.58 | ||
Vanguard Windsor II Admiral | 50.3B | 15.67 | 9.72 | 10.95 | ||
American Funds American Mutual A | 42.41B | 17.66 | 10.79 | 10.22 | ||
Vanguard Value Index Adm | 38.71B | 18.97 | 11.64 | 10.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
St Joe | US7901481009 | 78.33 | 56.81 | -0.99% | |
Enterprise Products Partners LP | US2937921078 | 6.38 | 28.97 | +0.05% | |
United States Treasury Bills 5.27357% | - | 2.27 | - | - | |
United States Treasury Bills 5.28296% | - | 2.27 | - | - | |
United States Treasury Bills 5.27757% | - | 1.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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