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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1089 | 1182 | 1292 | 1541 | 2699 |
Fund Return | 5.81% | 8.87% | 18.25% | 8.91% | 9.04% | 10.44% |
Place in category | 261 | 63 | 385 | 457 | 368 | 96 |
% in Category | 16 | 5 | 27 | 37 | 41 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Higher Dividend Fund Class D Acc | 3.06M | 6.41 | 6.43 | 9.16 | ||
Higher Dividend Fund Class D Inc | 6.76M | 6.42 | 6.45 | 9.11 | ||
Higher Dividend Fund Class A Acc | 7.78M | 7.07 | 1.32 | 7.90 | ||
Higher Dividend Fund Class A Inc | 3.02M | 7.13 | 1.34 | 7.67 | ||
Higher Dividend Fund Class P Inc | 60.19M | -0.58 | 2.72 | 7.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 6.29B | -0.49 | 8.77 | 11.02 | ||
Fidelity Global Dividend Fund A ACC | 3.25B | 3.42 | 8.63 | 8.88 | ||
Fidelity Global Dividend Fund W Acc | 3.25B | 3.62 | 9.45 | 9.69 | ||
Fidelity Global Dividend Fund W Inc | 3.25B | 3.62 | 9.46 | 9.72 | ||
Income Fund Exempt 2 Income | 11.68M | 4.07 | 7.28 | 10.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 4.10 | 157.14 | +2.83% | |
Microsoft | US5949181045 | 3.68 | 388.45 | +1.86% | |
Medtronic | IE00BTN1Y115 | 3.31 | 82.90 | +0.44% | |
Cisco | US17275R1023 | 3.29 | 57.33 | +1.31% | |
Kimberly-Clark | US4943681035 | 3.15 | 139.76 | +1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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