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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1057 | 1210 | 1296 | 1731 | 2237 |
Fund Return | 5.7% | 5.7% | 20.97% | 9.02% | 11.59% | 8.38% |
Place in category | 110 | 110 | 49 | 19 | 8 | 7 |
% in Category | 65 | 65 | 34 | 16 | 8 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Dodge & Cox International Stock | 40.59B | 3.13 | 5.14 | 4.02 | ||
Dodge & Cox Balanced | 12.25B | 4.61 | 6.22 | 8.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Mutual Global Discovery A | 5.34B | 6.44 | 9.68 | 6.48 | ||
Franklin Mutual Global Discovery Z | 3.22B | 6.52 | 9.96 | 6.76 | ||
Franklin Mutual Beacon Z | 2.12B | 7.50 | 5.75 | 7.43 | ||
SEI Global Managed Volatility A (SI | 2.01B | 7.41 | 8.13 | - | ||
Artisan Global Value Institutional | 1.82B | 7.30 | 7.68 | 7.88 |
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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