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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 984 | 1039 | 946 | 1021 | 1278 |
Fund Return | 3.88% | -1.55% | 3.88% | -1.84% | 0.42% | 2.48% |
Place in category | 339 | 278 | 339 | 382 | 314 | 85 |
% in Category | 74 | 61 | 74 | 86 | 86 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 155.67M | 3.01 | 6.86 | 7.47 | ||
Barbara Global Dividend Growth FunA | 155.67M | 3.00 | 6.72 | 7.43 | ||
Barbara Global Dividend Growth FCU | 155.67M | 2.96 | 6.33 | 6.86 | ||
Barbara Global Dividend Growth FunC | 155.67M | 2.97 | 6.33 | 6.86 | ||
Barbara Global Dividend Growth FunU | 155.67M | 3.04 | 7.15 | 7.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Income Fund E Acc USD | 2.28B | 1.56 | 2.79 | 3.78 | ||
Strategic Income Fund E Inc II USD | 2.28B | 1.47 | 2.78 | 3.77 | ||
Cautious Fund USD A Share Class | 140.1M | 1.31 | 0.87 | 1.86 | ||
Cautious Fund USD B Share Class | 140.1M | 0.90 | 0.47 | 1.45 | ||
NWQ Flexible Income Fund Class A AU | 119.8M | 4.37 | -1.35 | 3.00 |
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 | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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