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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1091 | 1235 | 1431 | 1789 | 3059 |
Fund Return | 5.36% | 9.12% | 23.52% | 12.7% | 12.34% | 11.83% |
Place in category | 1562 | 1596 | 1350 | 588 | 1051 | 522 |
% in Category | 22 | 21 | 20 | 11 | 25 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund B Accumulation | 16.72M | 5.71 | 9.29 | 10.40 | ||
Income Fund B Income | 54.07M | 5.70 | 9.29 | 10.41 | ||
Income Fund Sterling Accumulation | 4.19M | 5.65 | 8.57 | 9.69 | ||
Income Fund Exempt 2 Income | 13.08M | 5.72 | 9.46 | 10.60 | ||
Income Fund Institutional W Accumul | 724.34M | 5.71 | 9.45 | 10.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 20.8B | 5.18 | 5.84 | 10.54 | ||
MS Global Brands Fund AXg | 20.8B | 5.11 | 4.82 | 9.64 | ||
MS Global Brands Fund Zg | 20.8B | 5.19 | 5.84 | 10.54 | ||
Developed World Index Sub Fund InsG | 24.6B | 3.92 | 12.11 | 12.50 | ||
Developed World Index Sub Fund FleA | 24.6B | 3.93 | 12.51 | 12.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.40 | 416.13 | +0.33% | |
Apple | US0378331005 | 4.89 | 245.83 | +0.39% | |
Amazon.com | US0231351067 | 4.71 | 222.88 | -1.65% | |
NVIDIA | US67066G1040 | 4.38 | 140.11 | +0.63% | |
Alphabet A | US02079K3059 | 3.40 | 184.56 | -0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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