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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1138 | 969 | 1138 | 1138 | 1381 | 1870 |
Fund Return | 13.76% | -3.12% | 13.76% | 4.4% | 6.66% | 6.46% |
Place in category | 229 | 290 | 229 | 369 | 356 | 243 |
% in Category | 18 | 21 | 18 | 31 | 38 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 151.92M | 14.31 | 4.92 | 7.07 | ||
Barbara Global Dividend Growth FunA | 151.92M | 13.90 | 4.79 | 7.03 | ||
Barbara Global Dividend Growth FunC | 151.92M | 13.74 | 4.39 | 6.46 | ||
Barbara Global Dividend Growth FunU | 151.92M | 14.11 | 5.21 | 7.53 | ||
Barbara Global Dividend Growth Fund | 151.92M | 14.89 | 5.45 | 7.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kames Global Equity Income Fund UBA | 878.98M | 14.28 | 6.14 | 9.08 | ||
Kames Global Equity Income Fund USD | 878.98M | 14.52 | 6.35 | 9.30 | ||
Mellon Global Equity Income Fund AA | 3.07M | 6.19 | 3.50 | 6.54 | ||
Mellon Global Equity Income FundUBA | 8.87M | 6.73 | 4.02 | 7.07 | ||
Mellon Global Equity Income Fund UB | 4.61M | 6.73 | 4.01 | 7.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.55 | 232.25 | -0.10% | |
Microsoft | US5949181045 | 5.42 | 414.94 | +0.40% | |
Broadcom | US11135F1012 | 4.02 | 229.98 | -0.87% | |
JPMorgan | US46625H1005 | 3.75 | 275.24 | +1.78% | |
Taiwan Semiconductor | US8740391003 | 3.44 | 209.59 | +0.49% |
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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