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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 921 | 1051 | 953 | 1468 | 2244 |
Fund Return | 5.12% | -7.93% | 5.12% | -1.58% | 7.98% | 8.42% |
Place in category | 309 | 337 | 309 | 311 | 176 | 89 |
% in Category | 90 | 97 | 90 | 95 | 62 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
Pax Small Cap Institutional | 620.18M | 14.79 | 0.28 | 6.69 |
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 % | |
---|---|---|---|---|---|
Waste Management | US94106L1098 | 4.24 | 207.25 | +0.32% | |
Microsoft | US5949181045 | 4.16 | 418.95 | -1.32% | |
Agilent Technologies | US00846U1016 | 4.13 | 137.47 | +0.34% | |
Linde PLC | IE000S9YS762 | 4.12 | 402.800 | -1.08% | |
Waters | US9418481035 | 3.45 | 380.35 | +1.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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