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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1044 | 1077 | 1481 | 1791 | - |
Fund Return | 5.66% | 4.44% | 7.71% | 13.98% | 12.36% | - |
Place in category | 744 | 1300 | 1280 | 1096 | 1045 | - |
% in Category | 55 | 92 | 94 | 84 | 90 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FMI International Institutional | 2.63B | 4.52 | 13.81 | - | ||
FMI Common Stock Institutional | 1.48B | 2.57 | 16.27 | - | ||
FMI International | 1.12B | 4.47 | 13.65 | 6.27 | ||
FMI Large Cap | 817.91M | 5.64 | 13.85 | 9.26 | ||
FMI Common Stock | 755.32M | 2.52 | 16.13 | 10.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 5.65 | 19.05 | 12.92 | ||
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Vanguard 500 Index Admiral | 560.5B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 399.92B | 5.63 | 19.02 | 12.90 | ||
Vanguard 500 Index Institutional Se | 207.44B | 6.20 | 19.70 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 6.40 | 93.10 | +2.02% | |
Berkshire Hathaway B | US0846707026 | 6.11 | 473.40 | +0.44% | |
Booking | US09857L1089 | 5.13 | 5,683.94 | +0.46% | |
Aramark Holdings | US03852U1060 | 4.54 | 43.27 | +0.25% | |
Sony ADR | US8356993076 | 4.46 | 24.41 | +1.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Sell | Strong Buy | Strong Sell |
Summary | Sell | Neutral | Strong Sell |
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