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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1214 | 1084 | 1380 | 1635 | 2500 | 3334 |
Fund Return | 21.39% | 8.4% | 38% | 17.81% | 20.11% | 12.8% |
Place in category | 22 | 19 | 70 | 97 | 72 | 56 |
% in Category | 15 | 13 | 48 | 75 | 57 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Daiwa Nikkei225 Listed | 4,816.25B | 15.58 | 12.10 | 12.31 | ||
Daiwa US REIT Open Dividend 1 Month | 731.66B | 5.86 | 12.45 | 10.23 | ||
Daiwa Fund Wrap Japan Equity Select | 711.17B | 13.13 | 13.10 | 10.79 | ||
Daiwa Fund Wrap Hedge Fund Select | 386.22B | 1.11 | -0.62 | -0.15 | ||
Daiwa DC Foreign Equity Index | 311.84B | 20.06 | 20.12 | 14.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nomura Foreign Equity Index Fund MS | 788.08B | 20.15 | 20.26 | 14.23 | ||
Slim Developed Countries Eq Index | 757.6B | 17.38 | 19.97 | - | ||
JP90C0009VE0 | 734.99B | 17.37 | 19.90 | 13.99 | ||
AT No Load Developed Countr Equity | 589.17B | 17.37 | 19.92 | - | ||
AMOne DIAM Foreign Equity Index Fun | 539.51B | 20.04 | 20.07 | 14.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GlobalX ESG Management Company ETF (US nationality, USD denominated) | - | 13.66 | - | - | |
Franklin Global Equity 1 | - | 10.85 | - | - | |
Capital Group New Perspective Fund (LUX) P | LU2097333152 | 9.89 | 25.060 | +0.20% | |
Amundi US Large Cap Core Strategy Fund | - | 9.04 | - | - | |
Nissay/Intermead Global Equity Fund | - | 8.78 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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