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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 998 | 1190 | 1313 | 2054 | 2819 |
Fund Return | 6.62% | -0.23% | 18.99% | 9.49% | 15.49% | 10.92% |
Place in category | 18 | 41 | 4 | 68 | 36 | 6 |
% in Category | 4 | 11 | 1 | 20 | 8 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 6.16B | 7.36 | 8.35 | 8.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Brandes US Value Fund I USD Acc | 1.57B | 4.67 | 9.21 | 10.80 | ||
IE00B94T1N53 | 376.58M | 1.38 | 3.11 | 8.68 | ||
IE00B61H9W66 | 376.58M | 1.64 | 3.33 | 8.30 | ||
Pzena US Large Cap Expanded Value F | 66.02M | 5.23 | 6.89 | 8.82 | ||
IE00B8DGGQ84 | 1.3M | 3.37 | 11.92 | 10.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 4.28 | 77.11 | +4.90% | |
Fiserv | US3377381088 | 3.96 | 214.61 | +2.46% | |
MetLife | US59156R1086 | 3.34 | 80.41 | +3.49% | |
Alphabet C | US02079K1079 | 3.33 | 167.62 | +1.75% | |
Wells Fargo&Co | US9497461015 | 3.25 | 70.85 | +3.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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