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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1039 | 1098 | 1026 | 1540 | 2145 |
Fund Return | 1.98% | 3.9% | 9.75% | 0.85% | 9.02% | 7.93% |
Place in category | 285 | 167 | 260 | 287 | 110 | 76 |
% in Category | 75 | 41 | 74 | 84 | 38 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Large Cap Fund Institutional | 1.38B | 4.74 | 4.51 | - | ||
Pax Balanced Individual Investor | 1.35B | 0.92 | 0.80 | 6.51 | ||
Pax MSCI International ESG Idx Inst | 1.07B | 2.69 | 2.28 | 4.22 | ||
Pax Balanced Institutional | 918.28M | 1.02 | 1.05 | 6.79 | ||
Pax Ellevate Global Womens Index Fu | 612.28M | -0.22 | 0.73 | 7.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.98B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 35.11B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 190.46M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.73M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 296.41M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.52 | 414.74 | +0.59% | |
Linde PLC | IE000S9YS762 | 3.92 | 403.000 | +1.00% | |
Republic Services | US7607591002 | 3.83 | 189.25 | +0.60% | |
Waste Management | US94106L1098 | 3.81 | 211.49 | +0.47% | |
Schneider Electric | FR0000121972 | 3.46 | 234.00 | +1.85% |
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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