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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1068 | 1103 | 1113 | 1417 | 2083 |
Fund Return | 1.14% | 6.76% | 10.34% | 3.64% | 7.22% | 7.61% |
Place in category | 462 | 67 | 95 | 146 | 10 | 1 |
% in Category | 34 | 5 | 9 | 10 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.5B | 4.32 | 4.16 | 7.99 | ||
Diversified Trust Class C Inc | 3.5B | 4.31 | 4.17 | 7.96 | ||
Leaders Trust Class C Acc | 3.22B | 5.21 | 8.08 | 9.28 | ||
Leaders Trust Class C Inc | 3.22B | 5.25 | 8.09 | 9.30 | ||
Leaders Trust Class A Inc | 3.22B | 1.27 | 7.45 | 7.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.75B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.75B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.72B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.72B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.72B | 4.71 | 3.99 | 5.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schneider Electric | FR0000121972 | 2.21 | 217.35 | +2.81% | |
Visa A | US92826C8394 | 2.16 | 274.58 | -0.21% | |
Thermo Fisher Scientific | US8835561023 | 2.10 | 573.58 | +0.32% | |
London Stock Exchange | GB00B0SWJX34 | 2.08 | 8,934.0 | +0.50% | |
Microsoft | US5949181045 | 2.07 | 406.32 | +1.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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