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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1043 | 1136 | 1004 | 1116 | 1417 |
Fund Return | 6.28% | 4.26% | 13.63% | 0.15% | 2.22% | 3.54% |
Place in category | 273 | 243 | 206 | 284 | 201 | 26 |
% in Category | 53 | 44 | 39 | 69 | 57 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 149M | 17.83 | 9.17 | 7.62 | ||
Barbara Global Dividend Growth FunA | 149M | 17.40 | 9.03 | 7.58 | ||
Barbara Global Dividend Growth FCU | 149M | 17.42 | 8.63 | 6.99 | ||
Barbara Global Dividend Growth FunC | 149M | 17.40 | 8.62 | 6.99 | ||
Barbara Global Dividend Growth FunU | 149M | 17.48 | 9.47 | 8.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Income Fund E Acc USD | 493.04M | 6.43 | 2.64 | 3.60 | ||
Strategic Income Fund E Inc II USD | 493.04M | 6.36 | 2.65 | 3.60 | ||
Cautious Fund USD A Share Class | 141.74M | -0.04 | 0.27 | 2.09 | ||
Cautious Fund USD B Share Class | 141.74M | -0.24 | -0.13 | 1.70 | ||
NWQ Flexible Income Fund Class A AU | 119.74M | 5.89 | -0.35 | 3.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hewlett Packard Enterprise Company 6.35% | - | 1.96 | - | - | |
Vistra Corp 8% | - | 1.69 | - | - | |
Wells Fargo & Co. 7.63% | - | 1.63 | - | - | |
Energy Transfer LP 8% | - | 1.52 | - | - | |
Citigroup Inc. 6.25% | - | 1.48 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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