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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 997 | 1169 | 1314 | 1676 | 2206 |
Fund Return | 10.72% | -0.3% | 16.93% | 9.53% | 10.88% | 8.23% |
Place in category | 119 | 128 | 112 | 48 | 17 | 15 |
% in Category | 75 | 77 | 70 | 38 | 16 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 15.98 | 8.60 | 11.25 | ||
Dodge & Cox International Stock | 39.19B | 7.47 | 7.11 | 4.22 | ||
Dodge & Cox Balanced | 12.56B | 10.28 | 5.47 | 8.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Mutual Global Discovery A | 5.25B | 9.50 | 9.71 | 6.36 | ||
Franklin Mutual Global Discovery Z | 3.24B | 9.74 | 9.99 | 6.63 | ||
Franklin Mutual Beacon Z | 2.17B | 9.15 | 4.15 | 7.22 | ||
SEI Global Managed Volatility A (SI | 1.97B | 15.56 | 8.24 | - | ||
Artisan Global Value Institutional | 1.87B | 14.56 | 9.91 | 8.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 3.17 | 186.53 | +5.32% | |
Sanofi | FR0000120578 | 2.90 | 91.63 | -0.13% | |
GSK plc | GB00BN7SWP63 | 2.75 | 1,364.50 | -0.66% | |
Charles Schwab | US8085131055 | 2.55 | 82.32 | +0.99% | |
Johnson Controls | IE00BY7QL619 | 2.50 | 82.78 | -1.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Neutral | Neutral | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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