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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1143 | 970 | 1143 | 1155 | 1416 | 1980 |
Fund Return | 14.31% | -2.99% | 14.31% | 4.92% | 7.2% | 7.07% |
Place in category | 194 | 275 | 194 | 277 | 262 | 166 |
% in Category | 16 | 20 | 16 | 24 | 30 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FunA | 153.41M | 13.90 | 4.79 | 7.03 | ||
Barbara Global Dividend Growth FCU | 153.41M | 13.76 | 4.40 | 6.46 | ||
Barbara Global Dividend Growth FunC | 153.41M | 13.74 | 4.39 | 6.46 | ||
Barbara Global Dividend Growth FunU | 153.41M | 14.11 | 5.21 | 7.53 | ||
Barbara Global Dividend Growth Fund | 153.41M | 14.89 | 5.45 | 7.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kames Global Equity Income Fund USD | 878.98M | 14.52 | 6.35 | 9.30 | ||
Kames Global Equity Income Fund UBA | 878.98M | 14.28 | 6.14 | 9.08 | ||
Mellon Global Equity Income Fund UA | 30.21M | 6.19 | 3.50 | 6.54 | ||
Mellon Global Equity Income Fund AA | 3.04M | 6.19 | 3.50 | 6.54 | ||
Mellon Global Equity Income FundUBA | 8.96M | 6.73 | 4.02 | 7.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.55 | 227.63 | -2.40% | |
Microsoft | US5949181045 | 5.42 | 409.75 | -1.46% | |
Broadcom | US11135F1012 | 4.02 | 224.87 | -2.81% | |
JPMorgan | US46625H1005 | 3.75 | 275.80 | -0.40% | |
Taiwan Semiconductor | US8740391003 | 3.44 | 206.12 | -2.08% |
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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