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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 972 | 999 | 1009 | 814 | 916 | 1590 |
Fund Return | -2.81% | -0.06% | 0.93% | -6.64% | -1.74% | 4.74% |
Place in category | 122 | 94 | 58 | 79 | 66 | 29 |
% in Category | 95 | 79 | 53 | 80 | 89 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Higher Dividend Fund Class D Acc | 4M | 2.34 | 8.38 | 9.65 | ||
Higher Dividend Fund Class D Inc | 9.25M | 2.33 | 8.39 | 9.61 | ||
Higher Dividend Fund Class A Acc | 6.16M | 2.16 | 7.29 | 8.55 | ||
Higher Dividend Fund Class A Inc | 3.21M | 2.20 | 7.32 | 8.33 | ||
Higher Dividend Fund Class F Inc | 1.16M | 1.64 | 4.54 | 8.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Opportunities Fund Class A Inc | 459.12K | -3.09 | -7.24 | 4.10 | ||
Opportunities Fund Class F Acc | 528.8K | -2.91 | -6.78 | 4.65 | ||
Opportunities Fund Class I Acc | 36.63K | -2.83 | -6.65 | 4.81 | ||
SF Opportunities Fund Class P Acc | 69.43M | -2.76 | -6.53 | 4.93 | ||
SF Opportunities Fund Class P Inc | 10.27M | -2.77 | -6.54 | 4.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Compass | GB00BD6K4575 | 5.34 | 2,238.00 | +0.54% | |
Chipotle Mexican Grill | US1696561059 | 5.30 | 3,214.42 | -6.22% | |
Cranswick | GB0002318888 | 4.33 | 4,455.0 | +0.45% | |
Costco | US22160K1051 | 4.17 | 862.44 | -0.95% | |
Bellring | US07831C1036 | 3.92 | 56.62 | +1.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Strong Buy | Strong Sell | Strong Sell |
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