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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1043 | 1134 | 1319 | 1649 | 2719 |
Fund Return | 6.9% | 4.31% | 13.35% | 9.68% | 10.53% | 10.52% |
Place in category | 128 | 203 | 533 | 442 | 343 | 71 |
% in Category | 9 | 14 | 37 | 36 | 39 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund B Accumulation | 14.18M | 6.90 | 9.68 | 10.52 | ||
Income Fund Sterling Accumulation | 3.72M | 3.86 | 6.41 | 9.28 | ||
Income Fund Exempt 2 Income | 11.68M | 4.07 | 7.28 | 10.18 | ||
Income Fund Institutional W Accumul | 636.41M | 6.93 | 9.84 | 10.71 | ||
Income Fund Institutional W Income | 843.91M | 6.93 | 9.84 | 10.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 6.29B | -0.49 | 8.77 | 11.02 | ||
Fidelity Global Dividend Fund A ACC | 3.25B | 3.42 | 8.63 | 8.88 | ||
Fidelity Global Dividend Fund W Acc | 3.25B | 3.62 | 9.45 | 9.69 | ||
Fidelity Global Dividend Fund W Inc | 3.25B | 3.62 | 9.46 | 9.72 | ||
Income Fund Sterling Accumulation | 3.72M | 3.86 | 6.41 | 9.28 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 3.30 | 57.33 | +1.31% | |
CME Group | US12572Q1058 | 3.29 | 261.54 | +1.22% | |
Sanofi | FR0000120578 | 3.19 | 89.62 | +0.64% | |
Medtronic | IE00BTN1Y115 | 2.59 | 82.90 | +0.44% | |
AstraZeneca | GB0009895292 | 2.33 | 10,008.0 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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