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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 937 | 1062 | 1050 | 1143 | 1717 |
Fund Return | 6.16% | -6.28% | 6.16% | 1.63% | 2.7% | 5.56% |
Place in category | 244 | 250 | 244 | 96 | 135 | 12 |
% in Category | 36 | 35 | 36 | 22 | 39 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Enduring Assets Fund USD | 537.71M | 21.47 | 7.16 | 6.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Electric Power | US0255371017 | 5.00 | 97.49 | -0.33% | |
National Grid | GB00BDR05C01 | 4.97 | 963.40 | -1.37% | |
Union Pacific | US9078181081 | 4.74 | 235.80 | -0.39% | |
Cheniere Energy | US16411R2085 | 4.31 | 233.36 | -6.52% | |
Eversource Energy | US30040W1080 | 3.95 | 55.79 | -4.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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