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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1023 | 1126 | 1118 | 1431 | 2094 |
Fund Return | 3.01% | 2.26% | 12.56% | 3.79% | 7.42% | 7.67% |
Place in category | 149 | 99 | 113 | 129 | 99 | 38 |
% in Category | 89 | 59 | 70 | 87 | 74 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Aberdeen Emerging Markets Instl | 538.44M | 1.26 | -5.52 | 2.46 | ||
Aberdeen Emerging Markets Instl Svc | 403.98M | 1.27 | -5.66 | 2.32 | ||
Aberdeen US Multi-Cap Equity A | 227.66M | 2.24 | 1.92 | 9.71 | ||
Aberdeen US Small Cap Equity Inst | 209.45M | 7.99 | 5.60 | 11.28 | ||
Aberdeen US Multi-Cap Equity Instl | 113.15M | 2.20 | 2.14 | 9.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 9.98B | 5.40 | 6.89 | 8.87 | ||
Franklin Mutual Global Discovery A | 5.26B | 4.90 | 7.10 | 6.66 | ||
Franklin Mutual Global Discovery Z | 3.24B | 4.91 | 7.36 | 6.93 | ||
Franklin Mutual Beacon Z | 2.16B | 4.67 | 5.01 | 7.52 | ||
SEI Global Managed Volatility A (SI | 1.89B | 3.25 | 8.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.95 | 244.87 | +0.16% | |
Microsoft | US5949181045 | 3.63 | 414.77 | +1.25% | |
Broadcom | US11135F1012 | 2.49 | 228.73 | +0.09% | |
Alphabet C | US02079K1079 | 2.03 | 187.13 | +0.72% | |
Taiwan Semiconductor | US8740391003 | 1.67 | 200.95 | -0.88% |
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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