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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 I USD Acc | 481.45M | 3.20 | 12.43 | 11.08 | ||
World Equity Fund A USD Acc | 481.45M | 20.13 | 7.63 | 9.84 | ||
World Equity Fund B USD Acc | 481.45M | 18.92 | 6.55 | 8.52 | ||
World Equity Fund C USD Acc | 481.45M | 18.33 | 6.02 | 8.15 | ||
North American Equity Fund I USD Ac | 293.37M | 3.39 | 13.13 | 12.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Ins USD | 14.02B | 24.39 | 8.35 | 12.40 | ||
US 500 Stock Index Institutional Pl | 14.02B | 2.76 | 11.34 | 13.10 | ||
US 500 Stock Index Inv USD | 14.02B | 24.39 | 8.35 | 12.32 | ||
StocksPlus Fund Investor Acc USD | 4.97B | 2.75 | 9.78 | 12.61 | ||
StocksPlus Fund E Acc USD | 4.97B | 2.71 | 9.18 | 11.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.37 | 117.30 | +1.13% | |
Apple | US0378331005 | 5.71 | 235.74 | -0.08% | |
Microsoft | US5949181045 | 4.41 | 401.02 | +3.19% | |
Amazon.com | US0231351067 | 2.56 | 208.36 | +2.24% | |
Alphabet A | US02079K3059 | 2.47 | 173.02 | +1.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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