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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1058 | 1179 | 1042 | 1509 | 2095 |
Fund Return | 9.6% | 5.79% | 17.94% | 1.37% | 8.58% | 7.67% |
Place in category | 316 | 146 | 268 | 292 | 247 | 123 |
% in Category | 89 | 48 | 77 | 90 | 82 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.33B | 12.05 | 0.95 | 8.67 | ||
Pax Balanced Individual Investor | 1.4B | 8.92 | 1.49 | 6.81 | ||
Pax Large Cap Fund Institutional | 1.34B | 13.72 | 4.45 | - | ||
Pax MSCI International ESG Idx Inst | 1.21B | 14.97 | 3.85 | 5.42 | ||
Pax Balanced Institutional | 982.43M | 9.14 | 1.74 | 7.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.3B | 13.77 | 5.01 | 7.93 | ||
American Funds Capital World Gr R6 | 36.1B | 14.01 | 5.36 | 8.29 | ||
Templeton Growth Adv | 195.52M | 10.12 | 5.10 | 4.03 | ||
Templeton Growth R | 53.44M | 9.76 | 4.56 | 3.51 | ||
Templeton Growth R6 | 294.28M | 10.14 | 5.14 | 4.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.75 | 121.24 | +4.28% | |
Apple | US0378331005 | 4.73 | 227.00 | +0.23% | |
Microsoft | US5949181045 | 4.37 | 428.23 | -1.22% | |
Amazon.com | US0231351067 | 2.89 | 192.80 | -0.56% | |
Broadcom | US11135F1012 | 2.08 | 174.43 | +0.86% |
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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