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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1027 | 1169 | 1239 | 1520 | 2161 |
Fund Return | 3.05% | 2.72% | 16.9% | 7.39% | 8.73% | 8.01% |
Place in category | 1266 | 469 | 225 | 269 | 221 | 136 |
% in Category | 82 | 31 | 17 | 25 | 24 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FunA | 155.67M | 3.00 | 6.72 | 7.43 | ||
Barbara Global Dividend Growth FCU | 155.67M | 2.96 | 6.33 | 6.86 | ||
Barbara Global Dividend Growth FunC | 155.67M | 2.97 | 6.33 | 6.86 | ||
Barbara Global Dividend Growth FunU | 155.67M | 3.04 | 7.15 | 7.94 | ||
Barbara Global Dividend Growth FuAU | 155.67M | 3.01 | 6.86 | 7.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kames Global Equity Income Fund UBA | 908.63M | 3.03 | 9.33 | 9.47 | ||
Kames Global Equity Income Fund USD | 908.63M | 3.05 | 9.54 | 9.68 | ||
Mellon Global Equity Income Fund UA | 31.05M | 4.50 | 5.66 | 6.94 | ||
Mellon Global Equity Income Fund AA | 3.09M | 4.50 | 5.66 | 6.94 | ||
Mellon Global Equity Income FundUBA | 9.2M | 4.55 | 6.19 | 7.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.01 | 244.60 | +1.27% | |
Microsoft | US5949181045 | 5.54 | 408.43 | -0.51% | |
Broadcom | US11135F1012 | 5.36 | 233.04 | -1.17% | |
Taiwan Semiconductor | US8740391003 | 3.78 | 203.90 | +1.03% | |
JPMorgan | US46625H1005 | 3.70 | 276.59 | +0.10% |
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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