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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1237 | 1058 | 1237 | 1259 | 1847 | 2826 |
Fund Return | 23.73% | 5.75% | 23.73% | 7.97% | 13.05% | 10.95% |
Place in category | 847 | 37 | 847 | 596 | 727 | 463 |
% in Category | 41 | 2 | 41 | 36 | 51 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund A USD Acc | 472.49M | 20.13 | 7.63 | 9.84 | ||
World Equity Fund B USD Acc | 472.49M | 18.92 | 6.55 | 8.52 | ||
World Equity Fund C USD Acc | 472.49M | 18.33 | 6.02 | 8.15 | ||
World Equity Fund I USD Acc | 472.49M | 21.03 | 8.44 | 10.68 | ||
North American Equity Fund B USD Ac | 307.43M | 22.50 | 6.90 | 9.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Ins USD | 14.53B | 24.39 | 8.35 | 12.40 | ||
US 500 Stock Index Institutional Pl | 14.53B | 24.44 | 8.39 | 12.45 | ||
US 500 Stock Index Inv USD | 14.53B | 24.39 | 8.35 | 12.32 | ||
StocksPlus Fund E Acc USD | 5.02B | 23.64 | 6.16 | 11.36 | ||
StocksPlus Fund Institutional Acc U | 5.02B | 24.76 | 7.12 | 12.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.54 | 236.00 | -0.67% | |
NVIDIA | US67066G1040 | 6.49 | 120.07 | -3.67% | |
Microsoft | US5949181045 | 4.56 | 415.06 | +0.02% | |
Alphabet A | US02079K3059 | 3.03 | 204.02 | +1.57% | |
Future on S&P500 | - | 2.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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