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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1200 | 1082 | 1333 | 837 | 1226 | - |
Fund Return | 19.98% | 8.23% | 33.3% | -5.76% | 4.17% | - |
Place in category | 774 | 524 | 513 | 1012 | 718 | - |
% in Category | 48 | 36 | 34 | 82 | 93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.05B | 21.36 | 8.23 | 7.10 | ||
Global Allocation Fund X4 USD | 515.6M | 12.96 | 3.74 | 6.58 | ||
LU0724617625 | 1.29B | 8.83 | 0.81 | 4.68 | ||
Global Allocation Fund X2 USD | 794.41M | 10.70 | 2.55 | 6.48 | ||
BlackRock Glbl Funds Glbl Alloc E2 | 15B | 8.27 | 0.31 | 4.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Tech A-Acc-USD | 24.97B | 16.70 | 8.70 | 18.32 | ||
LU1560650563 | 24.28B | 15.61 | 9.77 | - | ||
World Technology Fund D2 | 1.61B | 33.50 | 4.94 | 19.31 | ||
BlackRock World Technology E2 USD | 13.14B | 31.82 | 3.64 | 17.82 | ||
LU0147408131 | 12.98B | 29.15 | 1.09 | 16.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PayPal | US70450Y1038 | 5.13 | 91.81 | +3.25% | |
Discover | US2547091080 | 4.67 | 187.18 | +1.16% | |
Global Payments | US37940X1028 | 4.65 | 108.42 | -0.62% | |
Wex | US96208T1043 | 4.35 | 183.79 | +0.04% | |
Charles Schwab | US8085131055 | 4.17 | 76.41 | +1.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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