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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1171 | 978 | 1171 | 1236 | 1663 | 2465 |
Fund Return | 17.09% | -2.21% | 17.09% | 7.3% | 10.71% | 9.44% |
Place in category | 84 | 173 | 84 | 15 | 41 | 34 |
% in Category | 27 | 55 | 27 | 5 | 15 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 17.86B | 35.09 | 10.63 | 14.42 | ||
Janus Balanced I | 11.76B | 15.40 | 3.59 | 8.68 | ||
Janus Enterprise I | 8.79B | 15.27 | 4.53 | 12.24 | ||
Janus Henderson Balanced Portfolio | 8.63B | 15.15 | 3.40 | 8.40 | ||
Janus Enterprise N | 6.76B | 15.39 | 4.63 | 12.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.64B | 13.90 | 4.40 | 8.21 | ||
American Funds Capital World Gr R6 | 37.59B | 14.26 | 4.75 | 8.57 | ||
American Funds Capital World Gr I | 16.25B | 14.16 | 4.64 | 8.46 | ||
DFA Global Equity I | 9.58B | 15.71 | 5.89 | 9.59 | ||
Templeton Growth Adv | 195.75M | 5.67 | 4.31 | 4.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 6.42 | 1,135.00 | +1.34% | |
Microsoft | US5949181045 | 5.06 | 434.56 | -2.14% | |
Liberty Media Formula C | US5312297550 | 3.94 | 93.73 | +0.96% | |
Vistra Energy | US92840M1027 | 3.78 | 137.08 | -28.27% | |
BAE Systems | GB0002634946 | 3.28 | 1,243.50 | +0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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