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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1050 | 1164 | 1191 | 1458 | 2297 |
Fund Return | 4.24% | 4.95% | 16.41% | 6.01% | 7.84% | 8.67% |
Place in category | 14 | 9 | 32 | 30 | 35 | 2 |
% in Category | 4 | 4 | 10 | 8 | 11 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 15.36B | 4.06 | 17.49 | 16.80 | ||
Loomis Sayles Growth C | 15.36B | 3.99 | 16.58 | 15.92 | ||
Loomis Sayles Growth N | 15.36B | 4.08 | 17.87 | 17.20 | ||
Loomis Sayles Growth Y | 15.36B | 4.06 | 17.76 | 17.08 | ||
Loomis Sayles Global Equity and InC | 2.91B | 4.15 | 4.96 | 7.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.74B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 37.67B | 4.64 | 7.66 | 7.70 | ||
American Funds Capital Income Bld | 18.58B | 2.97 | 5.31 | 6.15 | ||
First Eagle Global A | 15.14B | 4.61 | 7.40 | 7.42 | ||
American Funds Global Balanced R6 | 14.85B | 3.05 | 3.56 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Mar25 Xcbt 20250331 | - | 3.84 | - | - | |
NVIDIA | US67066G1040 | 3.54 | 120.15 | -8.48% | |
Amazon.com | US0231351067 | 3.51 | 208.74 | -2.62% | |
Alphabet A | US02079K3059 | 3.15 | 168.50 | -2.45% | |
S&P Global | US78409V1044 | 3.12 | 525.36 | -0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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