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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1258 | 1145 | 1258 | 1180 | 1784 | 2317 |
Fund Return | 25.83% | 14.52% | 25.83% | 5.67% | 12.27% | 8.77% |
Place in category | 92 | 50 | 92 | 130 | 19 | 70 |
% in Category | 46 | 24 | 46 | 76 | 15 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BFYV9L73 | 472.69M | -3.28 | -4.33 | - | ||
IE00B6XV0016 | 218.1M | 0.49 | 13.20 | 2.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KKR & Co | US48251W1045 | 6.85 | 149.29 | +3.92% | |
Blackstone | US09260D1072 | 6.58 | 175.54 | +3.67% | |
Ameriprise Financial | US03076C1062 | 5.95 | 538.49 | +2.24% | |
Ares Management | US03990B1017 | 5.90 | 184.03 | +2.71% | |
Nasdaq Inc | US6311031081 | 5.67 | 76.76 | +0.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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