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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 988 | 1002 | 815 | 900 | 1474 |
Fund Return | 0.23% | -1.17% | 0.23% | -6.58% | -2.07% | 3.96% |
Place in category | 78 | 72 | 78 | 109 | 80 | 34 |
% in Category | 37 | 45 | 37 | 89 | 92 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Higher Dividend Fund Class F Inc | 1.13M | 7.63 | 1.86 | 8.51 | ||
Higher Dividend Fund Class I Acc | 625.56K | 7.86 | 2.05 | 8.62 | ||
Higher Dividend Fund Class I Inc | 53.26M | 7.84 | 2.05 | 8.40 | ||
Higher Dividend Fund Class P Acc | 14.78M | 7.89 | 2.11 | 8.72 | ||
Higher Dividend Fund Class P Inc | 71.02M | 7.91 | 2.11 | 8.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Opportunities Fund Class A Acc | 8.15M | 0.27 | -6.57 | 3.99 | ||
Opportunities Fund Class F Acc | 557.01K | 0.77 | -6.09 | 4.51 | ||
Opportunities Fund Class I Acc | 39.4K | 0.93 | -5.97 | 4.67 | ||
Opportunities Fund Class I Inc | 52.98K | 0.95 | -5.95 | 4.61 | ||
SF Opportunities Fund Class P Acc | 53.75M | 1.03 | -5.87 | 4.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Compass | GB00BD6K4575 | 5.38 | 2,734.00 | -2.01% | |
Costco | US22160K1051 | 5.10 | 1,050.99 | +0.78% | |
Bellring | US07831C1036 | 5.03 | 77.27 | +0.99% | |
Chipotle Mexican Grill | US1696561059 | 4.70 | 57.32 | -0.33% | |
Walmart | US9311421039 | 4.53 | 102.85 | +0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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