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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1000 | 1134 | 1126 | 1150 | 1747 |
Fund Return | 3.12% | -0.03% | 13.45% | 4.04% | 2.83% | 5.74% |
Place in category | 86 | 68 | 148 | 62 | 119 | 12 |
% in Category | 17 | 13 | 22 | 16 | 35 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Enduring Assets Fund USD | 538.97M | 21.47 | 7.16 | 6.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Electric Power | US0255371017 | 5.30 | 105.33 | +0.94% | |
National Grid | GB00BDR05C01 | 5.26 | 958.20 | +0.57% | |
Duke Energy | US26441C2044 | 4.32 | 115.55 | +2.11% | |
Norfolk Southern | US6558441084 | 4.18 | 247.76 | -0.66% | |
Xcel Energy | US98389B1008 | 4.18 | 69.94 | +0.89% |
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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