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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 957 | 1047 | 1038 | 1007 | 1085 | 1594 |
Fund Return | -4.34% | 4.69% | 3.84% | 0.24% | 1.65% | 4.78% |
Place in category | 130 | 81 | 40 | 38 | 76 | 11 |
% in Category | 65 | 38 | 20 | 24 | 37 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.31B | 10.38 | 9.25 | 14.80 | ||
Loomis Sayles Growth C | 14.31B | 10.08 | 8.44 | 13.95 | ||
Loomis Sayles Growth N | 14.31B | 10.52 | 9.62 | 15.18 | ||
Loomis Sayles Growth Y | 14.31B | 10.50 | 9.53 | 15.09 | ||
Loomis Sayles Global Equity and InC | 3B | 5.23 | 1.26 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities P | 7.03B | -3.80 | -2.98 | 4.06 | ||
US09630D4079 | 3.41B | -4.60 | 2.39 | 5.56 | ||
DFA International Real Estate Sec I | 3.28B | -3.22 | -6.11 | 0.81 | ||
BlackRock Developed Real Est Idx K | 2.72B | -3.59 | -3.97 | - | ||
Cohen & Steers Global Realty I | 1.57B | -2.17 | -3.77 | 4.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.40 | 109.40 | +0.22% | |
Welltower | US95040Q1040 | 6.29 | 102.32 | -0.69% | |
Equinix | US29444U7000 | 5.70 | 765.00 | +0.18% | |
VICI Properties | US9256521090 | 5.00 | 28.10 | +0.07% | |
AvalonBay | US0534841012 | 4.69 | 203.89 | +0.97% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Neutral |
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