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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1046 | 1199 | 1322 | 1783 | 2630 |
Fund Return | 4.12% | 4.57% | 19.9% | 9.75% | 12.26% | 10.15% |
Place in category | 78 | 97 | 86 | 17 | 32 | 24 |
% in Category | 22 | 31 | 28 | 7 | 9 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 18.14B | 1.99 | 14.95 | 14.72 | ||
Janus Balanced I | 11.98B | 2.03 | 5.92 | 8.98 | ||
Janus Enterprise I | 9.31B | 4.67 | 8.55 | 12.78 | ||
Janus Henderson Balanced Portfolio | 8.72B | 2.02 | 5.72 | 8.70 | ||
Janus Enterprise N | 7.01B | 4.68 | 8.65 | 12.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.13B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.18B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.12B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.47B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth A | 7.9B | 3.63 | 6.21 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 6.42 | 1,105.00 | 0.00% | |
Microsoft | US5949181045 | 5.06 | 412.22 | +0.60% | |
Liberty Media Formula C | US5312297550 | 3.94 | 99.55 | -0.48% | |
Vistra Energy | US92840M1027 | 3.78 | 168.39 | +0.89% | |
BAE Systems | GB0002634946 | 3.28 | 1,180.50 | -1.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Strong Buy | Neutral | Buy |
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