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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1149 | 971 | 1149 | 1172 | 1452 | 2082 |
Fund Return | 14.89% | -2.87% | 14.89% | 5.45% | 7.74% | 7.61% |
Place in category | 170 | 256 | 170 | 221 | 213 | 117 |
% in Category | 14 | 18 | 14 | 19 | 24 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 153.41M | 14.31 | 4.92 | 7.07 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kames Global Equity Income Fund UBA | 878.98M | 14.28 | 6.14 | 9.08 | ||
Kames Global Equity Income Fund USD | 878.98M | 14.52 | 6.35 | 9.30 | ||
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 | 230.43 | +1.34% | |
Microsoft | US5949181045 | 5.42 | 414.18 | +1.08% | |
Broadcom | US11135F1012 | 4.02 | 231.46 | +2.93% | |
JPMorgan | US46625H1005 | 3.75 | 272.24 | -1.29% | |
Taiwan Semiconductor | US8740391003 | 3.44 | 208.27 | +1.04% |
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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