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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1062 | 1255 | 1448 | 1941 | 3185 |
Fund Return | 3.39% | 6.23% | 25.45% | 13.13% | 14.19% | 12.28% |
Place in category | 769 | 885 | 636 | 117 | 554 | 360 |
% in Category | 30 | 40 | 31 | 5 | 39 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund I USD Acc | 491.14M | 3.20 | 12.43 | 11.08 | ||
World Equity Fund A USD Acc | 491.14M | 20.13 | 7.63 | 9.84 | ||
World Equity Fund B USD Acc | 491.14M | 18.92 | 6.55 | 8.52 | ||
World Equity Fund C USD Acc | 491.14M | 18.33 | 6.02 | 8.15 | ||
North American Equity Fund A USD Ac | 290.8M | 23.73 | 7.97 | 10.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Ins USD | 14.58B | 24.39 | 8.35 | 12.40 | ||
US 500 Stock Index Institutional Pl | 14.58B | 2.76 | 11.34 | 13.10 | ||
US 500 Stock Index Inv USD | 14.58B | 24.39 | 8.35 | 12.32 | ||
StocksPlus Fund Investor Acc USD | 5.21B | 2.75 | 9.78 | 12.61 | ||
StocksPlus Fund E Acc USD | 5.21B | 2.71 | 9.18 | 11.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.37 | 134.43 | -4.05% | |
Apple | US0378331005 | 5.71 | 245.55 | -0.11% | |
Microsoft | US5949181045 | 4.41 | 408.21 | -1.90% | |
Amazon.com | US0231351067 | 2.56 | 216.58 | -2.83% | |
Alphabet A | US02079K3059 | 2.47 | 179.66 | -2.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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