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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1032 | 1124 | 997 | 1562 | - |
Fund Return | 3.11% | 3.24% | 12.39% | -0.11% | 9.33% | - |
Place in category | 140 | 130 | 140 | 139 | 68 | - |
% in Category | 90 | 87 | 94 | 96 | 54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.5B | 6.34 | 8.67 | 11.49 | ||
Oakmark International Institutional | 8.65B | 1.08 | -1.76 | - | ||
Oakmark Institutional | 6.65B | 6.44 | 8.91 | - | ||
Oakmark International Investor | 5.31B | 0.97 | -2.00 | 3.13 | ||
Oakmark Equity And Income Investor | 4.37B | 3.01 | 2.72 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.48B | 7.44 | 6.57 | 8.24 | ||
Franklin Mutual Global Discovery A | 5.29B | 5.13 | 7.05 | 6.05 | ||
Franklin Mutual Global Discovery Z | 3.2B | 5.24 | 7.31 | 6.32 | ||
Franklin Mutual Beacon Z | 2.09B | 6.48 | 2.99 | 6.92 | ||
SEI Global Managed Volatility A (SI | 2.03B | 7.41 | 6.27 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lloyds Banking | GB0008706128 | 4.51 | 55.54 | -0.25% | |
Mercedes Benz Group | DE0007100000 | 4.13 | 64.810 | +0.42% | |
CNH Industrial NV | NL0010545661 | 3.86 | 9.91 | -2.79% | |
Alphabet Inc Class A | - | 3.30 | - | - | |
General Motors Co | - | 3.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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