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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1235 | 1075 | 1303 | 1513 | 2002 | 2863 |
Fund Return | 23.52% | 7.53% | 30.25% | 14.81% | 14.9% | 11.09% |
Place in category | 59 | 140 | 89 | 1 | 18 | 7 |
% in Category | 10 | 25 | 16 | 1 | 3 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Stock Fund A USD | 4.07B | 22.35 | 11.20 | 10.98 | ||
Brandes US Value Fund I USD Acc | 1.59B | 22.91 | 12.42 | 10.64 | ||
IE00B61H9W66 | 412.24M | 9.58 | 5.75 | 8.56 | ||
IE00B94T1N53 | 412.24M | 9.58 | 5.75 | 8.56 | ||
Pzena US Large Cap Expanded Value F | 63.02M | 13.56 | 10.10 | 8.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.24 | 585.25 | -1.73% | |
Alphabet C | US02079K1079 | 4.43 | 192.96 | +1.72% | |
Arch Capital | BMG0450A1053 | 4.35 | 90.99 | +2.25% | |
United Parcel Service | US9113121068 | 4.17 | 125.68 | +2.47% | |
PayPal | US70450Y1038 | 4.08 | 87.13 | +0.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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