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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1043 | 1194 | 1377 | 1998 | 2803 |
Fund Return | 3.69% | 4.3% | 19.44% | 11.26% | 14.85% | 10.86% |
Place in category | 452 | 226 | 104 | 15 | 12 | 26 |
% in Category | 77 | 37 | 18 | 3 | 3 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Stock Fund A USD | 4.16B | 5.87 | 8.66 | 11.51 | ||
Brandes US Value Fund I USD Acc | 1.6B | 4.67 | 9.21 | 10.80 | ||
IE00B61H9W66 | 383.88M | 1.38 | 3.11 | 8.68 | ||
IE00B94T1N53 | 383.88M | 1.38 | 3.11 | 8.68 | ||
Pzena US Large Cap Expanded Value F | 68.81M | 5.23 | 6.89 | 8.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.76 | 653.23 | +2.07% | |
Alphabet C | US02079K1079 | 4.60 | 174.50 | +1.10% | |
PayPal | US70450Y1038 | 4.59 | 68.97 | +2.21% | |
United Parcel Service | US9113121068 | 3.93 | 118.93 | +1.83% | |
Philip Morris | US7181721090 | 3.81 | 153.74 | -0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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