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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1197 | 1090 | 1311 | 1196 | 1679 | 2193 |
Fund Return | 19.65% | 8.96% | 31.09% | 6.16% | 10.92% | 8.17% |
Place in category | 126 | 160 | 159 | 98 | 73 | 34 |
% in Category | 65 | 86 | 83 | 65 | 50 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Tech A-Acc-USD | 1.54B | 16.27 | 10.50 | 18.91 | ||
LU1560650563 | 988.54M | 15.61 | 9.77 | - | ||
Fidelity Global Technology A-Acc | 276M | 16.97 | 10.80 | - | ||
Global Dividend Fund A MINCOME G US | 759.28M | 18.27 | 8.42 | 7.40 | ||
Global Dividend Fund A Acc USD | 1.69B | 18.29 | 8.44 | 7.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0329593262 | 192.97M | 24.42 | 6.87 | 9.78 | ||
LU0147401128 | 46.22M | 22.35 | 4.74 | 7.61 | ||
LU1711970159 | 207.32M | 21.41 | 5.64 | - | ||
LU1079558364 | 448.79M | 3.74 | -0.74 | 5.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.13 | 248.55 | +1.55% | |
Berkshire Hathaway B | US0846707026 | 7.81 | 476.57 | +0.96% | |
Visa A | US92826C8394 | 5.24 | 309.92 | +0.01% | |
Wells Fargo&Co | US9497461015 | 3.55 | 75.96 | +1.51% | |
Mastercard | US57636Q1040 | 3.04 | 520.86 | +1.12% |
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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