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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1026 | 1111 | 1019 | 1111 | 1425 |
Fund Return | 7.2% | 2.57% | 11.11% | 0.64% | 2.13% | 3.6% |
Place in category | 164 | 36 | 124 | 236 | 187 | 17 |
% in Category | 36 | 10 | 26 | 55 | 53 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth Fund | 151M | 17.48 | 8.55 | 7.72 | ||
Barbara Global Dividend Growth FuAU | 151M | 14.31 | 4.92 | 7.07 | ||
Barbara Global Dividend Growth FunA | 151M | 13.90 | 4.79 | 7.03 | ||
Barbara Global Dividend Growth FCU | 151M | 13.76 | 4.40 | 6.46 | ||
Barbara Global Dividend Growth FunC | 151M | 13.74 | 4.39 | 6.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Income Fund E Acc USD | 2.32B | 6.36 | 2.38 | 3.61 | ||
Strategic Income Fund E Inc II USD | 2.32B | 6.39 | 2.37 | 3.61 | ||
Cautious Fund USD A Share Class | 138.73M | 2.81 | 1.91 | 2.04 | ||
Cautious Fund USD B Share Class | 138.73M | 2.43 | 1.50 | 1.63 | ||
NWQ Flexible Income Fund Class A AU | 121.39M | 6.72 | 0.14 | 3.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hewlett Packard Enterprise Company 6.35% | - | 1.97 | - | - | |
Vistra Corp 8% | - | 1.71 | - | - | |
Wells Fargo & Co. 7.625% | - | 1.65 | - | - | |
Energy Transfer LP 8% | - | 1.54 | - | - | |
Columbia Pipelines Operating Co. LLC 6.544% | - | 1.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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