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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 972 | 1000 | 1010 | 817 | 926 | 1618 |
Fund Return | -2.76% | 0% | 1.02% | -6.53% | -1.53% | 4.93% |
Place in category | 120 | 91 | 57 | 76 | 61 | 21 |
% in Category | 94 | 78 | 53 | 78 | 82 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Higher Dividend Fund Class A Acc | 8.42M | 2.16 | 7.29 | 8.55 | ||
Higher Dividend Fund Class A Inc | 3.23M | 2.20 | 7.32 | 8.33 | ||
Higher Dividend Fund Class D Acc | 4.02M | 2.34 | 8.38 | 9.65 | ||
Higher Dividend Fund Class D Inc | 8.02M | 2.33 | 8.39 | 9.61 | ||
Higher Dividend Fund Class I Acc | 6.51K | 1.72 | 4.71 | 8.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Opportunities Fund Class I Acc | 36.39K | -2.83 | -6.65 | 4.81 | ||
Opportunities Fund Class I Inc | 91.39M | -2.81 | -6.64 | 4.74 | ||
SF Opportunities Fund Class P Inc | 10.16M | -2.77 | -6.54 | 4.85 | ||
Opportunities Fund Class A Acc | 8.57M | -3.11 | -7.26 | 4.12 | ||
Opportunities Fund Class A Inc | 456.06K | -3.09 | -7.24 | 4.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Compass | GB00BD6K4575 | 5.34 | 2,201.00 | +0.27% | |
Chipotle Mexican Grill | US1696561059 | 5.30 | 62.41 | -5.24% | |
Cranswick | GB0002318888 | 4.33 | 4,470.0 | -0.22% | |
Costco | US22160K1051 | 4.17 | 850.62 | -0.73% | |
Bellring | US07831C1036 | 3.92 | 58.00 | +1.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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