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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 956 | 1046 | 1038 | 1008 | 1086 | 1606 |
Fund Return | -4.41% | 4.6% | 3.79% | 0.26% | 1.67% | 4.85% |
Place in category | 142 | 88 | 42 | 37 | 74 | 9 |
% in Category | 69 | 42 | 21 | 24 | 35 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.4B | 10.38 | 9.25 | 14.80 | ||
Loomis Sayles Growth C | 14.4B | 10.08 | 8.44 | 13.95 | ||
Loomis Sayles Growth N | 14.4B | 10.52 | 9.62 | 15.18 | ||
Loomis Sayles Growth Y | 14.4B | 10.50 | 9.53 | 15.09 | ||
Loomis Sayles Global Equity and InY | 2.99B | 5.67 | 2.29 | 7.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities P | 6.97B | -3.80 | -2.98 | 4.06 | ||
US09630D4079 | 3.41B | -4.60 | 2.39 | 5.56 | ||
DFA International Real Estate Sec I | 3.25B | -3.22 | -6.11 | 0.81 | ||
BlackRock Developed Real Est Idx K | 2.71B | -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 | 112.34 | +0.89% | |
Welltower | US95040Q1040 | 6.29 | 104.25 | +0.87% | |
Equinix | US29444U7000 | 5.70 | 756.60 | +0.62% | |
VICI Properties | US9256521090 | 5.00 | 28.64 | +0.72% | |
AvalonBay | US0534841012 | 4.69 | 206.89 | +0.29% |
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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