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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1057 | 1263 | 1405 | 1962 | 2658 |
Fund Return | 15.1% | 5.72% | 26.3% | 12% | 14.43% | 10.27% |
Place in category | 200 | 436 | 167 | 4 | 25 | 27 |
% in Category | 45 | 84 | 44 | 3 | 5 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Stock Fund A USD | 3.87B | 15.41 | 9.12 | 10.69 | ||
Brandes US Value Fund I USD Acc | 1.49B | 5.62 | 10.71 | 10.03 | ||
IE00B61H9W66 | 468.15M | 7.45 | 4.94 | 8.88 | ||
IE00B94T1N53 | 468.15M | 7.45 | 4.94 | 8.88 | ||
Pzena US Large Cap Expanded Value F | 52.11M | 7.33 | 8.77 | 8.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.24 | 560.68 | -1.14% | |
Alphabet C | US02079K1079 | 4.43 | 170.68 | -1.14% | |
Arch Capital | BMG0450A1053 | 4.35 | 95.00 | -1.06% | |
United Parcel Service | US9113121068 | 4.17 | 133.00 | -0.78% | |
PayPal | US70450Y1038 | 4.08 | 78.13 | +1.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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