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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1008 | 1050 | 987 | 1020 | 1284 |
Fund Return | 1.03% | 0.77% | 4.99% | -0.42% | 0.4% | 2.53% |
Place in category | 374 | 364 | 362 | 375 | 325 | 89 |
% in Category | 72 | 77 | 79 | 85 | 88 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FunU | 149.32M | 3.04 | 7.40 | 8.01 | ||
Barbara Global Dividend Growth Fund | 149.32M | 3.05 | 7.39 | 8.01 | ||
Barbara Global Dividend Growth FuAU | 149.32M | 3.01 | 6.86 | 7.47 | ||
Barbara Global Dividend Growth FunA | 149.32M | 3.00 | 6.86 | 7.47 | ||
Barbara Global Dividend Growth FCU | 149.32M | 2.96 | 6.33 | 6.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Income Fund E Acc USD | 2.25B | 3.83 | 4.48 | 3.78 | ||
Strategic Income Fund E Inc II USD | 2.25B | 3.79 | 4.50 | 3.78 | ||
Cautious Fund USD A Share Class | 140.41M | 1.40 | 1.68 | 1.79 | ||
Cautious Fund USD B Share Class | 140.41M | 1.37 | 1.28 | 1.38 | ||
NWQ Flexible Income Fund Class I Di | 116.52M | 1.10 | 0.58 | 3.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hewlett Packard Enterprise Company 6.35% | - | 1.92 | - | - | |
Energy Transfer LP 8% | - | 1.76 | - | - | |
Vistra Corp 8% | - | 1.69 | - | - | |
Wells Fargo & Co. 7.63% | - | 1.67 | - | - | |
Citigroup Inc. 6.25% | - | 1.50 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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