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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1066 | 1166 | 1275 | 1595 | 2158 |
Fund Return | 7.56% | 6.56% | 16.56% | 8.45% | 9.78% | 8% |
Place in category | 2 | 15 | 144 | 73 | 109 | 69 |
% in Category | 1 | 3 | 20 | 12 | 24 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Value Fund Class I U | 4.97B | 7.63 | 9.36 | 8.92 | ||
Artisan Global Opportunities Fund u | 1.63B | 4.98 | 5.24 | 11.73 | ||
IE00BF2VV687 | 500.19M | 7.66 | 5.76 | - | ||
IE00BD5JHZ64 | 323.33M | 8.12 | 11.16 | - | ||
IE00BYQRBG58 | 236.24M | 4.49 | 5.40 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 5.72B | 5.44 | 6.68 | 8.54 | ||
Artisan Global Value Fund Class I U | 4.97B | 7.63 | 9.36 | 8.92 | ||
SEI Global Master Fund plc The SIHA | 871.3M | 12.87 | 5.12 | 6.85 | ||
SEI Global Investments Fund Plc T | 542.3M | 13.07 | 7.25 | 9.30 | ||
IE00BSNM7J66 | 47.94M | 9.95 | 3.76 | 7.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Heidelberg Materials | DE0006047004 | 5.00 | 146.300 | 0.00% | |
Alphabet A | US02079K3059 | 4.76 | 185.23 | -0.49% | |
Charles Schwab | US8085131055 | 4.65 | 80.34 | -1.51% | |
American Express | US0258161092 | 4.56 | 311.04 | +1.15% | |
Bank of NY Mellon | US0640581007 | 4.24 | 87.84 | +1.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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