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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1057 | 1167 | 1356 | 1843 | 1903 |
Fund Return | 4.02% | 5.72% | 16.74% | 10.68% | 13.01% | 6.64% |
Place in category | 811 | 207 | 388 | 19 | 30 | 757 |
% in Category | 62 | 16 | 33 | 2 | 4 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.34B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rush A | US7818462092 | 6.11 | 43.05 | -0.28% | |
McKesson | US58155Q1031 | 5.45 | 596.21 | -1.36% | |
Broadcom | US11135F1012 | 4.98 | 1,589.10 | +0.53% | |
EQT | US26884L1098 | 4.82 | 37.74 | -2.09% | |
Schlumberger | AN8068571086 | 4.56 | 46.76 | -1.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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