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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1055 | 1070 | 1041 | 1215 | 1685 |
Fund Return | 2.1% | 5.46% | 6.98% | 1.36% | 3.96% | 5.36% |
Place in category | 240 | 274 | 222 | 127 | 162 | 9 |
% in Category | 39 | 38 | 41 | 32 | 50 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Enduring Assets Fund USD | 466.46M | -2.39 | 1.90 | 5.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 6.72 | 70.80 | -3.96% | |
Transurban Group | AU000000TCL6 | 6.15 | 12.400 | +0.65% | |
Duke Energy | US26441C2044 | 4.68 | 100.23 | -0.36% | |
Southern | US8425871071 | 4.30 | 77.57 | -0.60% | |
American Tower | US03027X1000 | 4.17 | 194.38 | -0.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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