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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 979 | 1147 | 1135 | 1264 | 1763 |
Fund Return | 4.6% | -2.11% | 14.69% | 4.32% | 4.79% | 5.84% |
Place in category | 158 | 157 | 163 | 94 | 130 | 13 |
% in Category | 24 | 27 | 20 | 21 | 35 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Enduring Assets Fund USD | 557.14M | 21.47 | 7.16 | 6.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Electric Power | US0255371017 | 5.16 | 106.96 | +1.72% | |
National Grid | GB00BDR05C01 | 4.46 | 1,009.50 | +2.86% | |
Xcel Energy | US98389B1008 | 4.38 | 69.72 | +0.58% | |
Duke Energy | US26441C2044 | 4.27 | 119.41 | +1.50% | |
American Tower | US03027X1000 | 4.18 | 215.56 | +0.71% |
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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