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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1042 | 1153 | 1166 | 1472 | 1749 |
Fund Return | 5.58% | 4.24% | 15.3% | 5.26% | 8.04% | 5.75% |
Place in category | 90 | 73 | 100 | 20 | 43 | 28 |
% in Category | 29 | 22 | 34 | 5 | 15 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.41B | 14.89 | 9.81 | 13.11 | ||
Pioneer Fundamental Growth Y | 4.76B | 10.79 | 10.09 | 14.05 | ||
Pioneer Disciplined Growth A | 1.88B | 6.87 | 7.64 | 13.15 | ||
Pioneer Core Equity A | 1.81B | 5.78 | 4.78 | 10.37 | ||
Pioneer Fundamental Growth A | 1.49B | 10.67 | 9.82 | 13.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.19B | 3.78 | 3.12 | 4.97 | ||
First Eagle Global I | 34.62B | 8.07 | 4.67 | 6.77 | ||
American Funds Capital Income Bld | 16.67B | 3.92 | 3.46 | 5.30 | ||
American Funds Global Balanced R6 | 16.14B | 3.86 | 1.76 | 4.80 | ||
First Eagle Global A | 14.38B | 7.96 | 4.41 | 6.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IBM | US4592001014 | 2.73 | 171.78 | -0.48% | |
ABN AMRO | NL0011540547 | 2.51 | 15.29 | -0.78% | |
KB Financial Group | KR7105560007 | 2.40 | 78,900 | -0.13% | |
Shell ADR | US7802593050 | 2.14 | 70.90 | -0.92% | |
Energy Transfer | US29273V1008 | 2.11 | 15.91 | -0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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