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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1141 | 971 | 1141 | 1164 | 1442 | 2067 |
Fund Return | 14.11% | -2.87% | 14.11% | 5.21% | 7.59% | 7.53% |
Place in category | 207 | 252 | 207 | 241 | 228 | 127 |
% in Category | 16 | 18 | 16 | 21 | 25 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth Fund | 149.03M | 17.48 | 8.55 | 7.72 | ||
Barbara Global Dividend Growth FunC | 149.03M | 13.74 | 4.39 | 6.46 | ||
Barbara Global Dividend Growth FuAU | 149.03M | 14.31 | 4.92 | 7.07 | ||
Barbara Global Dividend Growth FunA | 149.03M | 13.90 | 4.79 | 7.03 | ||
Barbara Global Dividend Growth FCU | 149.03M | 13.76 | 4.40 | 6.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kames Global Equity Income Fund UBA | 925.56M | 14.28 | 6.14 | 9.08 | ||
Kames Global Equity Income Fund USD | 925.56M | 14.52 | 6.35 | 9.30 | ||
Mellon Global Equity Income Fund UA | 29.66M | 10.18 | 6.69 | 6.74 | ||
Mellon Global Equity Income Fund UW | 6.51M | 11.45 | 8.04 | 8.09 | ||
Mellon Global Equity Income Fund US | 14.98M | 11.45 | 8.03 | 8.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.55 | 223.83 | +0.53% | |
Microsoft | US5949181045 | 5.42 | 446.20 | +4.13% | |
Broadcom | US11135F1012 | 4.02 | 240.91 | +0.25% | |
JPMorgan | US46625H1005 | 3.75 | 262.84 | -0.07% | |
Taiwan Semiconductor | US8740391003 | 3.44 | 223.20 | +2.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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