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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1055 | 1160 | 1319 | 1773 | 2061 |
Fund Return | 9.02% | 5.46% | 16.02% | 9.67% | 12.14% | 7.5% |
Place in category | 23 | 33 | 65 | 47 | 120 | 59 |
% in Category | 5 | 7 | 10 | 8 | 25 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Value Fund Class I U | 5.34B | 9.19 | 10.61 | 8.42 | ||
Artisan Global Opportunities Fund u | 1.71B | 0.76 | 5.00 | 10.70 | ||
IE00BF2VV687 | 544.54M | 2.47 | 4.87 | - | ||
IE00BD5JHZ64 | 340.8M | 2.41 | 10.52 | - | ||
IE00BYQRBG58 | 246.8M | 5.69 | 7.17 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 6.16B | 6.57 | 8.08 | 8.08 | ||
Artisan Global Value Fund Class I U | 5.34B | 9.19 | 10.61 | 8.42 | ||
SEI Global Master Fund plc The SIHA | 831.7M | 12.87 | 5.12 | 6.85 | ||
SEI Global Investments Fund Plc T | 530.27M | 13.07 | 7.25 | 9.30 | ||
IE00BSNM7J66 | 45.56M | 9.95 | 3.76 | 7.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Heidelberg Materials | DE0006047004 | 5.00 | 166.850 | -1.48% | |
Alphabet A | US02079K3059 | 4.76 | 173.86 | +0.88% | |
Charles Schwab | US8085131055 | 4.65 | 74.63 | -1.23% | |
American Express | US0258161092 | 4.56 | 273.21 | -0.88% | |
Bank of NY Mellon | US0640581007 | 4.24 | 85.84 | +1.36% |
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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