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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 956 | 1063 | 1080 | 1217 | 1486 |
Fund Return | 6.28% | -4.4% | 6.28% | 2.61% | 4% | 4.04% |
Place in category | 124 | 19 | 124 | 232 | 220 | 143 |
% in Category | 29 | 5 | 29 | 66 | 68 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 17.86B | 35.09 | 10.63 | 14.42 | ||
Janus Balanced I | 11.76B | 15.40 | 3.59 | 8.68 | ||
Janus Enterprise I | 8.79B | 15.27 | 4.53 | 12.24 | ||
Janus Henderson Balanced Portfolio | 8.63B | 15.15 | 3.40 | 8.40 | ||
Janus Enterprise N | 6.76B | 15.39 | 4.63 | 12.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 37.32B | 3.80 | 4.13 | 4.37 | ||
Fidelity Series International VVV | 14.62B | 6.77 | 6.03 | 5.74 | ||
Vanguard International Value Inv | 12.06B | 1.04 | 1.21 | 4.61 | ||
Causeway International Value Instl | 11.84B | 3.70 | 7.18 | 5.54 | ||
DFA International Value I | 9.17B | 6.88 | 6.71 | 5.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Williams | US9694571004 | 3.00 | 56.20 | +1.39% | |
British American Tobacco | GB0002875804 | 2.96 | 3,200.0 | +0.09% | |
CME Group | US12572Q1058 | 2.92 | 240.65 | +1.75% | |
Unilever | GB00B10RZP78 | 2.92 | 55.88 | +0.94% | |
HSBC | GB0005405286 | 2.91 | 821.60 | -2.85% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Sell |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Buy | Buy | Neutral |
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