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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1003 | 1121 | 1060 | 1413 | 2157 |
Fund Return | 12.08% | 0.29% | 12.08% | 1.95% | 7.15% | 7.99% |
Place in category | 209 | 27 | 209 | 251 | 229 | 117 |
% in Category | 64 | 8 | 64 | 78 | 75 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.1B | 5.12 | -1.58 | 8.42 | ||
Pax Balanced Individual Investor | 1.34B | 7.50 | 0.56 | 6.52 | ||
Pax Large Cap Fund Institutional | 1.3B | 14.02 | 3.19 | - | ||
Pax MSCI International ESG Idx Inst | 1.13B | 5.04 | 0.99 | 5.25 | ||
Pax Balanced Institutional | 962.56M | 7.78 | 0.80 | 6.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.23B | 13.90 | 4.40 | 8.21 | ||
American Funds Capital World Gr R6 | 35.78B | 14.26 | 4.75 | 8.57 | ||
American Funds Capital World Gr I | 15.44B | 14.16 | 4.64 | 8.46 | ||
DFA Global Equity I | 9.2B | 15.71 | 5.89 | 9.59 | ||
Templeton Growth A | 7.81B | 5.42 | 4.04 | 3.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.24 | 135.91 | -3.00% | |
Apple | US0378331005 | 4.72 | 236.85 | -2.41% | |
Microsoft | US5949181045 | 4.13 | 418.95 | -1.32% | |
Amazon.com | US0231351067 | 2.99 | 218.94 | -1.44% | |
JPMorgan | US46625H1005 | 2.13 | 239.87 | -1.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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