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Investing.com -- Capital Economics strategist James Reilly expressed skepticism about the implications of Donald Trump's 2024 election victory for U.S. equities, arguing that the...
Investing.com -- Deutsche Bank analysts predict the Federal Reserve will implement a 25-basis-point rate cut in December, followed by an "extended pause" that keeps interest rates...
Investing.com -- The rally in the S&P 500 should continue to broaden, Yardeni Research says, pointing to the increasing percentage of companies within the index showing positive...
The first step on the move back to highs for indices started yesterday, but it's going to take a concerted effort by bulls to get there. The concern is that we are looking at a...
A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As...
With the election over the hangover has kicked in. Markets liked the result, but it was too much too fast. Sizable breakout gaps have delivered moves back into these zones. True...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1147 | 1017 | 1341 | 1288 | 2127 | 3074 |
Fund Return | 14.7% | 1.65% | 34.08% | 8.79% | 16.29% | 11.89% |
Place in category | 647 | 895 | 151 | 264 | 6 | 6 |
% in Category | 56 | 74 | 16 | 28 | 1 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark International Institutional | 8.08B | -1.64 | -1.09 | - | ||
Oakmark Institutional | 7.36B | 14.92 | 9.04 | - | ||
Oakmark International Investor | 5.07B | -1.86 | -1.34 | 3.79 | ||
Oakmark Equity And Income Investor | 4.45B | 8.22 | 3.75 | 7.01 | ||
Oakmark Select Advisor | 3.54B | 10.36 | 6.72 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.06B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.13 | 165.64 | -1.19% | |
Fiserv | US3377381088 | 3.10 | 218.91 | +0.69% | |
Deere&Company | US2441991054 | 2.93 | 433.10 | -1.01% | |
Citigroup | US1729674242 | 2.89 | 68.74 | -0.30% | |
Charles Schwab | US8085131055 | 2.72 | 81.22 | +0.52% |
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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