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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1218 | 1032 | 1218 | 1208 | 1752 | 2673 |
Fund Return | 21.83% | 3.24% | 21.83% | 6.49% | 11.87% | 10.33% |
Place in category | 1247 | 371 | 1247 | 1050 | 996 | 536 |
% in Category | 60 | 15 | 60 | 61 | 66 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rosenberg Global Equity Alpha FunAU | 726.02M | 18.41 | 5.96 | 8.56 | ||
Rosenberg Global Equity Alpha FunBU | 726.02M | 17.65 | 5.28 | 7.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Ins USD | 14.51B | 24.39 | 8.35 | 12.40 | ||
US 500 Stock Index Inv USD | 14.51B | 24.39 | 8.35 | 12.32 | ||
US 500 Stock Index Institutional Pl | 14.51B | 24.44 | 8.39 | 12.45 | ||
StocksPlus Fund E Acc USD | 5.02B | 23.64 | 6.16 | 11.36 | ||
StocksPlus Fund Institutional Acc U | 5.02B | 24.76 | 7.12 | 12.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.86 | 227.65 | +0.01% | |
NVIDIA | US67066G1040 | 7.16 | 133.57 | +2.87% | |
Microsoft | US5949181045 | 5.84 | 412.22 | +0.60% | |
Alphabet A | US02079K3059 | 4.66 | 186.47 | +0.61% | |
Amazon.com | US0231351067 | 3.63 | 233.14 | +1.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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