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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1074 | 1070 | 1250 | 1210 | 1818 | 2207 |
Fund Return | 7.44% | 7.01% | 25.04% | 6.57% | 12.7% | 8.24% |
Place in category | 78 | 17 | 27 | 28 | 9 | 6 |
% in Category | 48 | 14 | 25 | 26 | 8 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Dodge & Cox International Stock | 41.07B | 7.34 | 4.39 | 4.03 | ||
Dodge & Cox Balanced | 12.14B | 4.87 | 4.16 | 8.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Mutual Global Discovery A | 5.37B | 5.13 | 7.05 | 6.05 | ||
Franklin Mutual Global Discovery Z | 3.25B | 5.24 | 7.31 | 6.32 | ||
Franklin Mutual Beacon Z | 2.12B | 6.48 | 2.99 | 6.92 | ||
SEI Global Managed Volatility A (SI | 2.03B | 7.41 | 6.27 | - | ||
Artisan Global Value Institutional | 1.78B | 9.74 | 5.83 | 7.75 |
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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