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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1259 | 1105 | 1339 | 1281 | 1833 | 2584 |
Fund Return | 25.88% | 10.48% | 33.92% | 8.6% | 12.89% | 9.96% |
Place in category | 1156 | 56 | 504 | 1133 | 1030 | 639 |
% in Category | 54 | 2 | 23 | 65 | 69 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund A USD Acc | 388.87M | 22.73 | 9.44 | 10.01 | ||
World Equity Fund B USD Acc | 388.87M | 21.61 | 8.35 | 8.67 | ||
World Equity Fund C USD Acc | 388.87M | 21.06 | 7.81 | 8.30 | ||
World Equity Fund I USD Acc | 388.87M | 23.58 | 10.26 | 10.85 | ||
North American Equity Fund A USD Ac | 270.12M | 27.04 | 9.69 | 11.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Institutional Pl | 14.01B | 27.53 | 10.88 | 12.69 | ||
US 500 Stock Index Inv USD | 14.01B | 27.49 | 10.83 | 12.56 | ||
US 500 Stock Index Ins USD | 14.01B | 27.49 | 10.83 | 12.64 | ||
StocksPlus Fund E Acc USD | 5.1B | 26.96 | 8.67 | 11.60 | ||
StocksPlus Fund Institutional Acc U | 5.1B | 28.03 | 9.65 | 12.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.54 | 253.94 | -0.22% | |
NVIDIA | US67066G1040 | 6.49 | 138.97 | +3.17% | |
Microsoft | US5949181045 | 4.56 | 434.69 | -0.44% | |
Alphabet A | US02079K3059 | 3.03 | 194.25 | +1.48% | |
Future on S&P500 | - | 2.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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