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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1133 | 1124 | 1256 | 1183 | 1255 | 1900 |
Fund Return | 13.28% | 12.36% | 25.57% | 5.77% | 4.65% | 6.63% |
Place in category | 255 | 527 | 290 | 99 | 165 | 11 |
% in Category | 37 | 67 | 48 | 26 | 45 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Enduring Assets Fund USD | 536.69M | -2.39 | 1.90 | 5.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 6.14 | 78.37 | +1.32% | |
American Electric Power | US0255371017 | 5.28 | 98.40 | +1.18% | |
National Grid | GB00BDR05C01 | 5.01 | 983.20 | -0.41% | |
American Tower | US03027X1000 | 4.90 | 212.11 | +0.40% | |
Union Pacific | US9078181081 | 4.84 | 229.91 | -1.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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