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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1018 | 1161 | 1037 | 1380 | 2006 |
Fund Return | 2.59% | 1.84% | 16.13% | 1.21% | 6.65% | 7.21% |
Place in category | 89 | 140 | 7 | 156 | 44 | 3 |
% in Category | 29 | 44 | 2 | 45 | 13 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 13.68B | 5.93 | 8.01 | 14.71 | ||
Loomis Sayles Growth C | 13.68B | 5.67 | 7.20 | 13.85 | ||
Loomis Sayles Growth N | 13.68B | 6.05 | 8.38 | 15.09 | ||
Loomis Sayles Growth Y | 13.68B | 6.03 | 8.27 | 14.99 | ||
Loomis Sayles Global Equity and InY | 2.98B | 2.69 | 1.46 | 7.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.94B | 0.77 | 2.87 | 4.84 | ||
First Eagle Global I | 35.14B | 4.52 | 4.88 | 6.53 | ||
American Funds Capital Income Bld | 16.97B | 0.87 | 3.21 | 5.17 | ||
American Funds Global Balanced R6 | 16.11B | 0.74 | 1.26 | 4.67 | ||
First Eagle Global A | 14.67B | 4.44 | 4.63 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 3.55 | - | - | |
S&P Global Inc | - | 3.23 | - | - | |
Alphabet Inc Class A | - | 2.94 | - | - | |
Linde PLC | IE000S9YS762 | 2.91 | 401.400 | +0.90% | |
Mastercard Inc Class A | - | 2.88 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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