Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 990 | 1009 | 831 | 930 | 1578 |
Fund Return | 0.93% | -0.96% | 0.93% | -5.97% | -1.45% | 4.67% |
Place in category | 68 | 62 | 68 | 97 | 76 | 19 |
% in Category | 33 | 42 | 33 | 81 | 89 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Higher Dividend Fund Class A Acc | 6.29M | 7.07 | 1.32 | 7.90 | ||
Higher Dividend Fund Class A Inc | 3.41M | 7.13 | 1.34 | 7.67 | ||
Higher Dividend Fund Class D Acc | 3.45M | 8.18 | 2.34 | 8.99 | ||
Higher Dividend Fund Class D Inc | 7.63M | 8.13 | 2.34 | 8.95 | ||
Higher Dividend Fund Class F Inc | 1.15M | 7.63 | 1.86 | 8.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Opportunities Fund Class A Acc | 8.34M | 0.27 | -6.57 | 3.99 | ||
Opportunities Fund Class A Inc | 480.66K | 0.23 | -6.58 | 3.96 | ||
Opportunities Fund Class F Acc | 564.32K | 0.77 | -6.09 | 4.51 | ||
Opportunities Fund Class I Inc | 53.67K | 0.95 | -5.95 | 4.61 | ||
SF Opportunities Fund Class P Acc | 54.71M | 1.03 | -5.87 | 4.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Compass | GB00BD6K4575 | 5.38 | 2,762.00 | +0.29% | |
Costco | US22160K1051 | 5.10 | 979.01 | +1.55% | |
Bellring | US07831C1036 | 5.03 | 79.39 | +1.39% | |
Chipotle Mexican Grill | US1696561059 | 4.70 | 58.99 | +1.24% | |
Walmart | US9311421039 | 4.53 | 98.65 | +1.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review