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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 920 | 920 | 1065 | 1553 | 1541 | - |
| Fund Return | -7.97% | -7.97% | 6.49% | 15.8% | 9.03% | - |
| Place in category | 1130 | 1130 | 1047 | 244 | 647 | - |
| % in Category | 100 | 100 | 95 | 25 | 66 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Oakmark Investor | 9.46B | -2.47 | 16.06 | 13.50 | ||
| Oakmark Institutional | 8.46B | -2.41 | 16.33 | - | ||
| Oakmark International Institutional | 4.89B | -6.39 | 7.48 | - | ||
| Oakmark Advisor | 3.78B | -2.42 | 16.29 | - | ||
| Oakmark Equity And Income Investor | 3.64B | -3.14 | 9.94 | 8.09 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 90.41B | -3.17 | 16.11 | 12.59 | ||
| Dodge & Cox Stock | 65.86B | -1.67 | 13.99 | 12.72 | ||
| Vanguard Equity-Income Adm | 57.53B | 1.51 | 14.68 | 11.51 | ||
| Vanguard Windsor II Admiral | 50.56B | -1.09 | 15.78 | 12.55 | ||
| American Funds Washington Mutual R6 | 43.92B | -3.09 | 16.47 | 12.92 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| First Citizens BancShares | - | 6.99 | 1,931.94 | -2.25% | |
| Warner Bros Discovery | - | 6.20 | 27.07 | +0.63% | |
| Salesforce Inc | - | 5.89 | 178.16 | +2.80% | |
| IQVIA Holdings | - | 5.81 | 162.28 | +1.00% | |
| Keurig Dr Pepper | - | 5.68 | 29.22 | +2.42% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | Neutral | Strong Sell | Strong Buy |
| Summary | Neutral | Neutral | Strong Buy |
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