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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 1114 | 1209 | 1317 | 2099 | 1507 |
Fund Return | 9.14% | 11.42% | 20.86% | 9.62% | 15.99% | 4.19% |
Place in category | 37 | 1 | 70 | 1 | 1 | 90 |
% in Category | 23 | 1 | 49 | 1 | 1 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.48B | 7.44 | 6.57 | 8.24 | ||
Franklin Mutual Global Discovery A | 5.35B | 5.13 | 7.05 | 6.05 | ||
Franklin Mutual Global Discovery Z | 3.24B | 5.24 | 7.31 | 6.32 | ||
Franklin Mutual Beacon Z | 2.11B | 6.48 | 2.99 | 6.92 | ||
SEI Global Managed Volatility A (SI | 2.02B | 7.41 | 6.27 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Barrick Gold Corp | - | 9.41 | - | - | |
Glencore | JE00B4T3BW64 | 5.06 | 469.30 | -0.10% | |
Samsung Electronics Co | KR7005930003 | 4.94 | 75,700 | -2.07% | |
BWX Technologies Inc | - | 4.02 | - | - | |
Anglo American | GB00B1XZS820 | 3.91 | 2,366.5 | -0.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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