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Investing.com - The S&P 500 slumped Friday, ending the week with a loss as soft data flagging worries about the economy triggered a sea of red of across stock. At 4:00 p.m....
Investing.com -- US economic growth is expected to decelerate in the second half of the year, according to billionaire Steve Cohen. His prediction is based on the potential impact...
Investing.com - U.S. business activity came close to stalling in February as a fresh decline in services output offset faster -- albeit temporary -- growth in manufacturing,...
For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted. In “Trumpflation” we discussed why the tariff risk was not inflation. To wit: “Today, globalization...
Economic and corporate uncertainties are elevated as we progress through the first quarter. There’s no getting around it, tariffs are the headliner no matter where you go....
The S&P 500 ticked all the boxes as it closed above the 'bull trap' in a fresh breakout that came with a higher volume accumulation. It was a solid statement of intent for...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1063 | 1212 | 1391 | 2155 | 3346 |
Fund Return | 5.11% | 6.31% | 21.19% | 11.63% | 16.6% | 12.84% |
Place in category | 182 | 62 | 269 | 41 | 6 | 5 |
% in Category | 12 | 7 | 23 | 4 | 1 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Institutional | 8.13B | 5.13 | 11.88 | - | ||
Oakmark International Institutional | 5.6B | 6.06 | 0.36 | - | ||
Oakmark Equity And Income Investor | 4.32B | 3.06 | 5.10 | 7.45 | ||
Oakmark International Investor | 4.31B | 6.04 | 0.11 | 4.03 | ||
Oakmark Select Advisor | 4.02B | 5.09 | 10.92 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.54B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.51 | 179.66 | -2.65% | |
Citigroup | US1729674242 | 3.28 | 79.65 | -2.08% | |
General Motors | US37045V1008 | 3.16 | 46.29 | -3.34% | |
Deere&Company | US2441991054 | 3.04 | 489.98 | -1.17% | |
Charles Schwab | US8085131055 | 2.93 | 80.44 | -1.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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