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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1053 | 1155 | 1171 | 1470 | 2303 |
Fund Return | 2.51% | 5.31% | 15.49% | 5.41% | 8.01% | 8.7% |
Place in category | 305 | 37 | 196 | 241 | 223 | 102 |
% in Category | 88 | 14 | 64 | 74 | 75 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.17B | 4.70 | 3.81 | 9.18 | ||
Pax Balanced Individual Investor | 1.35B | 1.86 | 2.60 | 6.89 | ||
Pax Large Cap Fund Institutional | 1.32B | 2.11 | 5.57 | - | ||
Pax MSCI International ESG Idx Inst | 1.2B | 5.11 | 4.39 | 5.62 | ||
Pax Balanced Institutional | 982.52M | 1.89 | 2.86 | 7.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.82B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.66B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.36B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.58B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth Adv | 198.37M | 3.68 | 6.49 | 4.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.29 | 138.85 | +2.63% | |
Apple | US0378331005 | 4.77 | 244.60 | +1.27% | |
Microsoft | US5949181045 | 4.27 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 2.84 | 228.68 | -0.73% | |
Broadcom | US11135F1012 | 2.43 | 233.04 | -1.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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