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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1059 | 1112 | 1056 | 1134 | 1569 |
Fund Return | 11.25% | 5.93% | 11.25% | 1.82% | 2.55% | 4.61% |
Place in category | 304 | 307 | 304 | 352 | 272 | 52 |
% in Category | 68 | 65 | 68 | 79 | 72 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAE | 151.92M | 21.84 | 8.28 | 8.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hewlett Packard Enterprise Company 6.35% | - | 1.97 | - | - | |
Vistra Corp 8% | - | 1.69 | - | - | |
Wells Fargo & Co. 7.63% | - | 1.62 | - | - | |
Columbia Pipelines Operating Co. LLC 6.54% | - | 1.56 | - | - | |
Energy Transfer LP 8% | - | 1.53 | - | - |
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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