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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 960 | 1098 | 1184 | 1438 | 1926 |
Fund Return | 9.8% | -4.05% | 9.8% | 5.78% | 7.54% | 6.78% |
Place in category | 271 | 235 | 271 | 105 | 152 | 108 |
% in Category | 37 | 29 | 37 | 17 | 31 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Value Fund Class I U | 4.97B | 10.69 | 6.67 | 7.69 | ||
Artisan Global Opportunities Fund u | 1.63B | 15.09 | -0.29 | 11.17 | ||
IE00BF2VV687 | 500.19M | 16.39 | -0.96 | - | ||
IE00BD5JHZ64 | 323.33M | 30.68 | 4.09 | - | ||
IE00BYQRBG58 | 236.24M | 28.09 | -0.95 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 5.95B | 5.07 | 5.73 | 7.65 | ||
Artisan Global Value Fund Class I U | 4.97B | 10.69 | 6.67 | 7.69 | ||
SEI Global Master Fund plc The SIHA | 858.05M | 12.87 | 5.12 | 6.85 | ||
SEI Global Investments Fund Plc T | 532.61M | 13.07 | 7.25 | 9.30 | ||
IE00BSNM7J66 | 47.31M | 9.95 | 3.76 | 7.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Heidelberg Materials | DE0006047004 | 5.00 | 144.9500 | -0.62% | |
Alphabet A | US02079K3059 | 4.76 | 185.32 | -0.62% | |
Charles Schwab | US8085131055 | 4.65 | 83.20 | +2.50% | |
American Express | US0258161092 | 4.56 | 309.57 | -0.22% | |
Bank of NY Mellon | US0640581007 | 4.24 | 85.50 | +0.55% |
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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