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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1167 | 1119 | 1297 | 1061 | 1466 | 2247 |
Fund Return | 16.7% | 11.91% | 29.69% | 2.01% | 7.95% | 8.43% |
Place in category | 62 | 28 | 80 | 71 | 70 | 36 |
% in Category | 61 | 24 | 75 | 72 | 74 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Socially Responsive Balanced A | 280.19M | 14.46 | 4.15 | 8.80 | ||
1919 Financial Services A | 64.61M | 17.34 | 2.77 | 9.21 | ||
1919 Financial Services Fund Classi | 35.5M | 1.27 | 0.95 | 8.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.36B | 9.90 | 4.64 | 9.55 | ||
Fidelity Select Brokerage & Invmt | 917.5M | 17.58 | 8.95 | 11.92 | ||
Fidelity Select Insurance Port | 844.64M | 28.52 | 17.83 | 13.18 | ||
Vanguard Financials Index Adm | 842.8M | 21.18 | 7.70 | 11.22 | ||
T. Rowe Price Financial Services | 841.45M | 21.02 | 8.96 | 11.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 7.28 | 210.50 | +0.34% | |
Chubb | CH0044328745 | 6.96 | 289.57 | -0.09% | |
Visa A | US92826C8394 | 4.26 | 275.17 | +1.28% | |
ICE | US45866F1049 | 4.22 | 158.62 | +0.32% | |
Ameriprise Financial | US03076C1062 | 4.03 | 468.62 | +0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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