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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1165 | 1012 | 1165 | 1349 | 1840 | 2703 |
Fund Return | 16.53% | 1.25% | 16.53% | 10.48% | 12.97% | 10.46% |
Place in category | 26 | 28 | 26 | 1 | 21 | 7 |
% in Category | 7 | 4 | 7 | 1 | 4 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Stock Fund A USD | 3.85B | 14.49 | 6.89 | 10.23 | ||
Brandes US Value Fund I USD Acc | 1.65B | 14.99 | 7.60 | 9.78 | ||
IE00B61H9W66 | 409.92M | 4.13 | 2.08 | 8.00 | ||
IE00B94T1N53 | 409.92M | 4.13 | 2.08 | 8.00 | ||
Pzena US Large Cap Expanded Value F | 69.1M | 6.15 | 5.65 | 7.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.76 | 689.18 | +0.32% | |
Alphabet C | US02079K1079 | 4.60 | 205.60 | +1.47% | |
PayPal | US70450Y1038 | 4.59 | 88.58 | -1.11% | |
United Parcel Service | US9113121068 | 3.93 | 114.23 | -0.58% | |
Philip Morris | US7181721090 | 3.81 | 130.20 | -0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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