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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 | 1.62B | 4.67 | 9.21 | 10.80 | ||
IE00B61H9W66 | 381.63M | 1.64 | 3.33 | 8.30 | ||
IE00B94T1N53 | 381.63M | 1.64 | 3.33 | 8.30 | ||
Pzena US Large Cap Expanded Value F | 68.01M | 4.37 | 6.70 | 7.99 | ||
IE00B8DGGQ84 | 1.33M | 3.37 | 11.92 | 10.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 4.28 | 77.81 | -2.25% | |
Fiserv | US3377381088 | 3.96 | 216.13 | -1.39% | |
MetLife | US59156R1086 | 3.34 | 79.23 | -4.60% | |
Alphabet C | US02079K1079 | 3.33 | 156.06 | -4.89% | |
Wells Fargo&Co | US9497461015 | 3.25 | 70.69 | -2.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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