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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1247 | 1060 | 1247 | 1287 | 1917 | 3052 |
Fund Return | 24.67% | 5.95% | 24.67% | 8.79% | 13.91% | 11.8% |
Place in category | 490 | 22 | 490 | 214 | 428 | 306 |
% in Category | 24 | 2 | 24 | 11 | 32 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund C USD Acc | 471.69M | 18.33 | 6.02 | 8.15 | ||
World Equity Fund I USD Acc | 473.31M | 21.03 | 8.44 | 10.68 | ||
World Equity Fund A USD Acc | 471.69M | 20.13 | 7.63 | 9.84 | ||
World Equity Fund B USD Acc | 471.69M | 18.92 | 6.55 | 8.52 | ||
North American Equity Fund A USD Ac | 288.8M | 23.73 | 7.97 | 10.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Ins USD | 14.51B | 24.39 | 8.35 | 12.40 | ||
US 500 Stock Index Inv USD | 14.51B | 24.39 | 8.35 | 12.32 | ||
US 500 Stock Index Institutional Pl | 14.69B | 24.44 | 8.39 | 12.45 | ||
StocksPlus Fund E Acc USD | 5.02B | 23.64 | 6.16 | 11.36 | ||
StocksPlus Fund Institutional Acc U | 5.02B | 24.76 | 7.12 | 12.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.37 | 132.80 | -0.58% | |
Apple | US0378331005 | 5.71 | 232.62 | +2.18% | |
Microsoft | US5949181045 | 4.41 | 411.44 | -0.19% | |
Amazon.com | US0231351067 | 2.56 | 232.76 | -0.16% | |
Alphabet A | US02079K3059 | 2.47 | 185.32 | -0.62% |
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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